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Workflow Update Related Record Condition

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  • Workflow Update Related Record Condition

    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.
    Last edited by shef; 07-01-2019, 09:22 AM.

  • #2
    Hello.
    Please make it this way (see attachment).
    Attached Files

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    • shef
      shef commented
      Editing a comment
      Perfect. I was hoping for a more user-friendly interface so the conditions would not have to be hard-coded, but the formula will do for now. Thanks.
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