79815306

Date: 2025-11-10 07:39:00
Score: 1
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create a new field one to record the date and time so date and time changed.
up to the user field so we can see who changed it now a tip for you here is when you do a lookup field put ID on the end so that when developers uh can see the field they'll know that the ID basically means this is a lookup and in code terms this is an entity reference which usually means it has the guid and the entity name entity type and so putting ID means it just is kind of lets you know that that is a a lookup field that's good practice so we've got those so the custom fields and put it there so we're going to save and publish so they now should be on the account form so what's going to happen when we're going to create a workflow that's going to be triggered when the primary contract primary contact is assigned or set a value not not assigned when the primary contact is has a value set to it we're going to record the time this happened and the user who did it so you go to.

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Posted by: Tarik Dhiman