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Scenario Overview

In this scenario we are required to gather a list of all the First Names in an Accounts entity associated Contact. We will save this list into the Description field for simplicity in this example.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • A formula of type Process Genie is created which triggers when a Quick Button is pushed on an Account entity
  • This formula creates a  list of all the Associated First Names of the Account in question
  • The formula then saves this variable to the Account entity’s Description field 

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