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A
Anonymous
February 10, 2015
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Hot to create Interesting Moment history?

  • February 10, 2015
  • 8 replies
  • 2630 views
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}}
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Best answer by Dan_Stevens_
Here are the 4 available IM tokens (which is why I couldn't find it - they all begin with "last"):

8 replies

Josh_Hill13
Josh_Hill13
Level 10
February 10, 2015
You could do this, but why? IMs create a log entry and history.
Dan_Stevens_
Dan_Stevens_
Level 10
February 10, 2015
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
Josh_Hill13
Level 10
February 10, 2015
It is a valid token, but you have to create the second token as a new field first.
Dan_Stevens_
Dan_Stevens_
Level 10
February 10, 2015
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_
Dan_Stevens_
Level 10
February 10, 2015
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_
Dan_Stevens_Accepted solution
Level 10
February 10, 2015
Here are the 4 available IM tokens (which is why I couldn't find it - they all begin with "last"):

A
Anonymous
February 10, 2015
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_
Dan_Stevens_
Level 10
February 10, 2015
I'd like to this answer as well so I can include this in the sales alerts.  Josh?
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