Asking for help!

Mitali Mehta
Mitali Mehta Posts: 2
edited April 2022 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 ?

Tagged:

Comments

  • Markus Funk
    Markus Funk Posts: 118
    100 Comments Second Anniversary 5 Up Votes Name Dropper
    edited February 2022 #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
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,239
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited November 2021 #3
    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.

Categories