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Update Contact-Level Field after Account-Level Lookup Populated with Contact

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Posted on by Sandary

Hi There,

Our company has started to use a new lookup field at the account level to track the Primary Contact for said account. That field is a lookup field that is populated with a specific contact from that account.

I also built a Two Option Yes/No field at the contact level that is defautled to /No/ for every contact. I want to make it so that when a contact is selected at the member level to be the Primary contact, that contact's Yes/No field gets updated from No to Yes.

What would be the best way for me to accomplish this? Is there a way to systemically build one of the fields to accomplish this (using something like a calculated field?) or am I best off using a Process Action or some kind of Microsoft Flow to accomplish this?

Let me know if you have any questions or need more information to help me solve this! Thanks!!!

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Development / Customization / SDK

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Leah Ju Microsoft Employee on at

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Update Contact-Level Field after Account-Level Lookup Populated with Contact

Hi，

You can sue workflow to achieve it.

1.Go to Settings > Process, create one workflow in the Account entity.

2.Trigger:

3.Add steps:

1) Condition：

2）Update contact:

4.Save and active it.

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah