Automatically change the value in a field in the Quote without refreshing F5

[Michal T]

I have prepared a workflow that automatically changes the status of a quote to "Presented" as soon as we send it to the client by email. But this status change is only displayed after refreshing the page. Is there a way to set it so that the status changes automatically without refreshing? Thank you very much for any help.

[shalmaxb]

It depends, how you execute the workflow.Do you use the advance pack? Or is it a custom "workflow"?
Regarding the advance pack, i cannot help, as I do nit use it.
Without advance pack you could use a formula for the whole process of sending the mail, in which it also would set a status to "presented".
So, a bit more information would help.

[yuri]

Configuring websocket may help.

Workflows that change the record that are triggered by record saving or button click, should refresh the record.