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Workflow link with another record not possible to choose target's fields

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  • Workflow link with another record not possible to choose target's fields

    It's currently not possible to use target's field for the following workflow case.
    When a Lead is assigned to a User, the Teams field of the Lead must be updated to include the Default Team of this User.

    Steps to reproduce this issue.
    Target: Lead
    Action: Link with Another Record
    Link: Teams (here it's not possible to choose the Default Team of the Assigned User to this lead)

    Check the screenshot for a better explanation.

  • #2
    Hello, Could anyone can reply on this. I'm also looking for a solution sort of similar to this request.
    Cheers!
    Nishan.

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    • #3
      Hi,
      You need do it via Formula:
      1. Workflow Action -> Update target entity (Lead);
      2. Formula: entity\addLinkMultipleId('teams', assignedUser.defaultTeamId);
      Attached Files

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