Hello,
I am trying to create a workflow that will update a related entity if a field on the entity is changed.
Example:
Entity A has a field called 'Retention Date'
Entity B has a field called 'Current Retention Date'
'Current Retention Date' should always equal 'Retention Date'
Therefore, if someone updates 'Retention Date' on entity A, I need a workflow to update 'Current Retention Date' on entity B
Please could you advise how I achieve this?
Thanks
Hi,
What is the relationship between Entity A and Entity B?
If relationship is 1:N between Entity A&B then you can not workflow to achieve what you need.
You will need to do using plugin if you are using Onpremise version.
For online version you can achieve using power automate.
Thanks,
Bipin
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