Hello,
I am trying to set a field called Status Reason on an entity called Sales Incentives. The workflow should look back to the Opportunity to see what pipeline phase the record is set to. So if it is 1, 2, 3, or 4 it should set the Sales Incentive record upon creation of this record to Active. When I try to do a workflow to complete this task, I don't get the option to update the Status reason field, it just doesn't show up. Does anyone know why this would happen? or is there another way that I can set this properly?
*This post is locked for comments
I have the same question (0)
