Workflow, if call status -> held, lead status -> contacted but it applies to all

[james salvan]

Hi Guys,

Hope you are doing good and safe

Simple question, I have advance pack where I'm using Workflow to signal tigger, when the call status is set "Held" the related Lead status is set to "Contacted" that well good, but here comes the problem after contacted when the user changes to converted or In Process. if again the call status is set "Held" the Lead status is reverted back to contact even though it is converted so any possible solution. Please let me know

and open to formulas but they are confusing.

Entity: call
Tigger: signal
condition: status == Held
action: related Lead -> status = contacted

Reference Pictures:

[victor]

Hi james salvan,

Instead of your Action, use the following:



Code for insert into Formula:

if (status != 'In Process' && status != 'Converted') {
    status = 'Contacted'
}

[james salvan]

Thank you, Victor reply and it working successfully