Help on Workflow - Update Related Record

[Nishan Perera]

Hi,

I want to update field in account which is link with opportunity.

Account Field is Customer Code
Opportunity Field is Cus Code

In this case I wanted to update the Account.CustomerCode with Opportunity.CusCode and the condition is the Account.CustomerCode = Empty and Opportunity Stage = Closed Won.


I have tried in Workflow - Update Related Record but i'm not able to see the fields in target entity (opportunity) to select. I can only see name field.

Please advice or let me know if there any way to achieve this.

[Maximus]

Hello Nishan,
You need to use the targetEntity\attribute formula in order to fetch the target entity Cus Code value in the Action https://docs.espocrm.com/administrat...ula-in-actions.