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

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  • shef
    Member
    • Jul 2018
    • 38

    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.
  • Nishan Perera
    Active Community Member
    • Jan 2019
    • 348

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

    Comment

    • Maximus
      Senior Member
      • Nov 2018
      • 2731

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