Workflow to Update a field in related Entity

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Posted on by Elpibato

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Hi,

I'm going to run a Workflow once a field has been changed in Account-entity (e.g. Relationship type) and if this has the value equal Customer then Update a Custom field (Two Option) to Yes in related Contact for this Account.

Is this actually possible with workflow?

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Marco.P 2,405 on at

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Hi,

yes you should be able to achieve your requirements with a workflow.

Here a little example:

Hope it helps,

Marco

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Elpibato 160 on at

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It doesn't work :/

We can have many related Contact in an Account but the Primary Contact field could be still empty.

I want to run this Workflow if I have any Contact related to an specific account even the field "Primary Contact" ist empty.

In my case if I add an Account in the field "Account Name" in Contact entity, It wouldn't be automatically my Primary Contact. The field "Primary Contact" in account-Entity is still empty.

Any suggestion?

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a33ik 84,331 Most Valuable Professional on at

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Hello,

It's not possible using OOB workflows so you will have to use Power Automate or one of custom workflow activities toolkit available - one of them is mine and you can download and use it - Bulk operations - Update Records specifically.

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Elpibato 160 on at

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Does any body an Idea how it works in Power Automate?

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a33ik 84,331 Most Valuable Professional on at

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Yeah, google knows it. Here is what it brought me - www.cloudfronts.com/.../

Good luck.

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Elpibato 160 on at

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Thank you!

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