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+--- Thread: [ solved ] workflow - updated related records (/showthread.php?tid=1708)
[ 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