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Scenario Overview

In this business scenario we want to abandon a process if the Budget Amount is less than 100,000. 

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • Each time an Opportunity’s Budget Amount is changed, a formula will trigger
  • The formula will check to see if the Budget Amount is less than 100,000
  • If it is, the formula will set the Opportunity’s Process Status to Abandoned