Workflow, make this lead parent of a custom entity
Collapse
X
-
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 lot1 PhotoTags: None
Leave a comment: