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In this business scenario we are required to change the Call To field in a Phonecall entity depending on what is entered into the Description field.
This is a generic example to highlight the functionality of North52 BPA and its ability to set Partylists easily.
North52 BPA Solution
The North52 BPA solution works like this:
- A formula is created that will trigger whenever the Description field is updated in a Phonecall
- When triggered, the formula will check the Description field for its value:
- If the Description field has been set to EntitySingle, the Call To field will be set to a Contact
- If the Description field has been set to EntityMulti, the Call To field will be set to a Contact and an Account