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In this scenario we need users creating/updating an Opportunity to fill out different Forms depending on the size of the Opportunity’s estimated revenue.
N52 Formula Manager Solution
The Formula Manager solution works like this,
- A formula of type ‘ClientSide – Perform Action’ is created that triggers whenever the ‘Estimated Revenue‘ field is populated or changed on any of the 3 Opportunity forms.
- The 3 Forms are the default Opportunity form, the Large Opportunity Form and the Small Opportunity form.
- The formula checks the value entered into the ‘Estimate Revenue’ field against its condition statements.
- The formula saves the information entered so far into the Form and loads up the new Opportunity Form that is required.
Note: For these steps, it is presumed you have created the 2 custom Forms needed and called them Large Opportunity and Small Opportunity