Update Related Record with Formula (Account - Call)

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • Niclas K
    Junior Member
    • Dec 2021
    • 14

    #1

    Update Related Record with Formula (Account - Call)

    Hello Everyone!

    I have an Account & Call Entity, both with a Status Field.

    Now when I change the Account Status Field, I want to trigger a Workflow that get's all related Calls with the Status "Planned" and put those to Status "Not Held" or remove them.

    I Tried around with Formulas but haven't managed to work it out. How can I set Enum Fields or do this at all?

    Thanks and Regards,
    Niclas
    Attached Files
  • eymen-elkum
    Active Community Member
    • Nov 2014
    • 481

    #2
    ; at the end of every line is required
    EspoCRM Expert since 2015
    We build custom solutions & premium extensions
    Eblasoft Technology Solutions​

    Comment

    • shalmaxb
      Senior Member
      • Mar 2015
      • 1870

      #3
      and the first status has to be: status == 'planned' (double =)

      Comment

      Working...