A new knowledge base article has been published on our support portal.
Scenario Overview
In this business scenario the requirement is to change how we contact the customer depending on the category of the Account.
If the customer’s Category is set to Preferred Customer, we wish to use the Account Main Phone field.
If the customer’s Category is set to Standard, we wish to use the Account Mobile Phone field.
In both cases, we want the field being used to be mandatory for any creates/updates. We also want the field not being used to be hidden.
N52 Formula Manager Solution
The Formula Manager solution works like this:
- A client-side Decision Table is set up to trigger on the creation or update of an Account’s Category field
- If the Category field is set to Standard, the Main Phone field is set to be a required field and shown on the form and the Mobile Phone field is hidden and set to be not be required
- If the Category field is set to Preferred Customer, the Mobile Phone field is set to be a required field and shown on the form and the Main Phone field is hidden and set to be not be required