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A new knowledge base article has been published on our support portal.


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

View this article in full on our support portal