Create an automation to update custom fields according to organization fields

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dwightbailey
dwightbailey Member Posts: 8
Name Dropper First Comment
edited April 24 in Workflow Automation #1

I am trying to set up an automation that enables a custom 'people' field to update based on its associated 'organization's' field. How do I do this please?

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  • Axel Depierre
    Axel Depierre Member Posts: 13
    First Comment First Answer Name Dropper Photogenic
    #2
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    Hi @dwightbailey ,

    Do this :

    Trigger = Organisation uptdated

    Condition = The field you need

    Action = Uptdate Person Field (then select your field)

  • dwightbailey
    dwightbailey Member Posts: 8
    Name Dropper First Comment
    #3
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    Thanks @Axel Depierre

    When I get to your final step "Action - update person field" it asks me to add a person:

    image.png


  • Axel Depierre
    Axel Depierre Member Posts: 13
    First Comment First Answer Name Dropper Photogenic
    #4
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    Hi @dwightbailey ,


    So it seems you are only able to do it the other way around : update an organisation based on a person trigger

    Then you can select the organisation associated to the person.


    Did you find another solution ?

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