Asking for help!

Mitali Mehta
Mitali Mehta Posts: 2
edited April 26 in Workflow Automation #1
  1. Added a "New Customized Field" in "Organization" with drop down options
  2. Added same Customized Field to "Person" with drop down options
  3. Bulk edited the newly added field from drop down options of '"Organization"

Challenge- The same edit does not apply for "Person" 

Question - How to Bulk Edit both "Person" and '"Organization" OR How to create a workflow automation for the same ?

Comments

  • Markus Funk
    Markus Funk Posts: 120
    100 Comments Second Anniversary Name Dropper Photogenic
    edited February 25 #2

    Hi Mitali, 

     

    you should be able to create an automation like: "whenever this field in ORGANISATION is updated THEN update the PERSON field" 

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited November 2021 #3

    Hi Mitali, 

     

    you should be able to create an automation like: "whenever this field in ORGANISATION is updated THEN update the PERSON field" 

    It doesn't work top-down. It will work bottom-up.