Update teams more value after change status

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  • Ellen
    Senior Member
    • Jan 2018
    • 149

    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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  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #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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    • Ellen
      Senior Member
      • Jan 2018
      • 149

      #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

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

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

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