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Workflow, make this lead parent of a custom entity

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  • Workflow, make this lead parent of a custom entity

    Hi!
    trying to create a new record with a parent, lead, that triggers the workflow..

    I assume the only way of achieving that is to use a formula (since GUI selector does not allows you to select a parent)

    So the formula is not working, i tried many options:
    (result -> shows lead as a parent type selector)
    parentType='Lead',
    parentName=lead.firstName,
    parentId=leadId​

    please kindly help and guide me, thanks a lot

  • #2
    Omg, I never used ";" at the end, that was the issue. Sorry.

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