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In this scenario we want to visually confirm a Contact’s data when it has been added as a Primary Contact to an Account by automatically opening the Contact record in a dialog form.
We can do this using North52’s function NavigateToEntityRecord.
North52 BPA Solution
The North52 BPA solution works like this:
- A Formula is set up on the Account which triggers whenever the Primary Contact is changed
- A dialog form with the details of the selected Primary Contact opens so the user can verify the data
- The user can close the dialog once done