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[ solved ] workflow - updated related records - Printable Version

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[ solved ] workflow - updated related records - rslemer - 02-13-2020

I wish, when my opportunity, sales stage is "Closed won" mark a account related this opportunity as

Type = Client

But workflow only shows me the possibility update a contacts, activities, payments, but not account

=(

How I can include "account" in this list?


RE: workflow - updated related records - rslemer - 02-14-2020

solved,

include a module in related list

I was surprised the standard relationship is for contacts ...


RE: [ solved ] workflow - updated related records - joebordes - 02-15-2020

Potentials - Accounts have a direct relation so you should use the normal "Update Fields" workflow task, not the "Update Related Record"


RE: [ solved ] workflow - updated related records - rslemer - 02-15-2020

ok

i changed my workflow to do that way