SOLVED

Re: Hot to create Interesting Moment history?

Go to solution
Anonymous
Not applicable

Hot to create Interesting Moment history?

I've used this community to create a comment history field (see smart list and flow being used below) and now would like to create an Interesting Moment history field, but cannot get it to work. Anybody solved this already?

Smart List
Has Interesting Moment: Type Not Empty

Attribute: Interesting Moment History
New Value: {{lead.Last Interesting Moment Desc}} {{lead.Interesting Moment History}}
Tags (1)
1 ACCEPTED SOLUTION

Accepted Solutions
Dan_Stevens_
Level 10 - Champion Alumni

Re: Hot to create Interesting Moment history?

Here are the 4 available IM tokens (which is why I couldn't find it - they all begin with "last"):

0EM50000000SsF2.jpg

View solution in original post

8 REPLIES 8
Josh_Hill13
Level 10 - Champion Alumni

Re: Hot to create Interesting Moment history?

You could do this, but why? IMs create a log entry and history.
Dan_Stevens_
Level 10 - Champion Alumni

Re: Hot to create Interesting Moment history?

I don't believe that is a valid token - at least not in our instance.   I wish it was as this would allow us to create this history in the sales alerts we send to the sales teams (especially since we don't have Sales Insight deployed yet). 
Josh_Hill13
Level 10 - Champion Alumni

Re: Hot to create Interesting Moment history?

It is a valid token, but you have to create the second token as a new field first.
Dan_Stevens_
Level 10 - Champion Alumni

Re: Hot to create Interesting Moment history?

When I type in "{{lead." in a change data value flow step, i'm presented with a bunch of lead tokens, but not "interesting moments". 
Dan_Stevens_
Level 10 - Champion Alumni

Re: Hot to create Interesting Moment history?

Going back to the other issue, to properly create values for an "append" field must take on the format of:

{{lead.append field}}, {{lead.new value field}} - which is what Josh was referring to in that the existing token must appear first, followed by the field with the new/appended value.
Dan_Stevens_
Level 10 - Champion Alumni

Re: Hot to create Interesting Moment history?

Here are the 4 available IM tokens (which is why I couldn't find it - they all begin with "last"):

0EM50000000SsF2.jpg
Anonymous
Not applicable

Re: Hot to create Interesting Moment history?

The custom field Interenting Moment History has been created. 

@Josh, how can I access the IM history per lead?

@Dan, your suggestion worked, the Last was required to find the token.
Dan_Stevens_
Level 10 - Champion Alumni

Re: Hot to create Interesting Moment history?

I'd like to this answer as well so I can include this in the sales alerts.  Josh?