A new knowledge base article has been published on our support portal.
In this Scenari , our users need the ability to quickly create a Contact that is associated with an Account. They want for shared fields to be copied from the Account to the new Contact.
We shall accomplish this by creating a Quick button that triggers a formula on the Account entity. This formula will create a Contact with all the mapped fields associated with its Parent Account copied over.
N52 Formula Manager Solution
The Formula Manager solution works like this:
- A formula of type ‘Process Genie’ is created on the Account entity
- This Formula will be triggered by a Quick Button on the Account Form.
- The formula will create a Contact using the fields that are mapped from the Account.
- This formula will also set two fields – Last Name and Description – to a default value.
Note 1 : The Parent Account Entity will not have a name that can be used. We will need to set a default name for the new Contact that can be altered later.