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Workflow custom method to update "assigned to" of contacts o - Printable Version

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Workflow custom method to update "assigned to" of contacts o - joebordes - 07-08-2014

I added a workflow custom function that changes the user assigned to all contacts associated to an account when the account is saved. This permits keeping visible that information when working in an environment configured with private sharing rules.

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As with the previous workflow enhancement I used this work as an excuse to document the procedure:

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The next step is for somebody to pick that as a starting point and convert it into a workflow task where you can select which other related entities should be change <!-- s;-) --><img src="{SMILIES_PATH}/icon_e_wink.gif" alt=";-)" title="Wink" /><!-- s;-) -->