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Update a Contact Field to add a Note in Timeline

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Posted on by 93

Hi Experts,


In my CRM Contact entity, there is a Two-Options field Eligible and its default value is No. When updating it from No to Yes, I want to automatically add a Note in the Timeline. Can you advise the best approach?
Any response is appreciated!

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  • DATAGREE Profile Picture
    DATAGREE 93 on at
    RE: Update a Contact Field to add a Note in Timeline

    Hi Nya,

    Thank you for quick and accurately response. Great solution.

  • Verified answer
    Nya Profile Picture
    Nya 29,043 on at
    RE: Update a Contact Field to add a Note in Timeline

    Hi, CRMKEY

    You can create a real-time workflow to achieve your request.

    Here are the steps:

    1.Go to Advanced Settings > Settings > Process Center > Processes and New a process like the following picture.

    26450.png

    2.Set ‘Start when’

    1602.png

    21.png

    3.Add steps

    6862.png

    • The Condition:

    1220.png

    • The properties of the creation:

    20125.png

    4.Save and Activate the Workflow. The note will be created automatically when the field ‘Eligible’ has been changed from No to Yes and the record has been saved.

    40334.png

    Hope this helps.

    Best Regards,

    Nya

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