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Update teams more value after change status

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  • Update teams more value after change status

    Dear Tanya,
    In Oppotunity: In want to create workflow like this: after change stage to win status, then teams will update more values.(mean we will assign this opportunity to more department).
    Please show me which action I need to do in workflow.
    Please see attach for more information.

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  • #2
    Hi,
    there are 2 ways
    - action Update target record - use formula https://www.espocrm.com/documentatio...linkmultipleid - better to use, if teams depends on some value
    - action Link with Another Record - better to use, if it is defined team

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    • #3
      great, thanks Tanya!

      - By the way: is it possible to change view list of opportunity by teams:
      Here we have issue is:
      After sale update complete in opportunity, it will transfer to operation.
      Then operation they request to change list view by their define.
      Thanks

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      • #4
        No, only if they will use Record List dashlet or Report

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