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Update Related Record with Formula (Account - Call)

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  • 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
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  • #2
    ; at the end of every line is required
    CEO & Founder of Eblasoft.
    Professional EspoCRM development & extensions.

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

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