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Scenario Overview

In our example here, a customer wishes to know the amount of completed tasks on an Opportunity in real time. 

We shall use a North52 formula type called ‘Save – To Parent ‘ to do this easily. 

Note : You will need to create a custom field called Completed Tasks for this example. 

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • Whenever a Task on an Opportunity is set to Completed, the formula is triggered.
  • The formula will count all tasks on that Opportunity that have been set to Completed
  • It will then update a custom field called Completed Tasks with this calculation. 


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