Update a Contact Field to add a Note in Timeline

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Posted on by DATAGREE

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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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Nya 29,064 on at

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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.

2.Set ‘Start when’

3.Add steps

The Condition:

The properties of the creation:

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.

Hope this helps.

Best Regards,

Nya

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DATAGREE 102 on at

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Hi Nya,

Thank you for quick and accurately response. Great solution.

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