How can I achieve this use case through Workflow or BPM?
When a Lead is set to Dead I want to set all its planned Calls to Not Held. However, I do NOT want to touch/change all the Calls that have been set to Held or Not Held before for this Lead.
As you can see in the screenshot, it's not possible to filter through some condition on the Update Related Record action.
When a Lead is set to Dead I want to set all its planned Calls to Not Held. However, I do NOT want to touch/change all the Calls that have been set to Held or Not Held before for this Lead.
As you can see in the screenshot, it's not possible to filter through some condition on the Update Related Record action.
Comment