Asking for help!

Mitali Mehta

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 ?

Markus Funk

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 (AmitSarda.xyz)

Markus Funk said:

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.