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In this scenario our business requirement is that when a user in on the contact entity and changes the parent account (Company) field then all the Contact Preferences details from the new parent account needs to be copied down to the contact.
Change the Company field on the form (i.e. onChange event invoked)
N52 Decision Table Solution
The Decision Table solution works like this:
- We create a client-side only Decision Table that fires for just when the Company Name lookup field changes
- The formula itself retrieves all the contact preferences associated via the Company Name (i.e. parentcustomerid) field on the contact entity
- It then matches and sets each of the field names and values