A new knowledge base article has been published on our support portal.
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.