Asking for help!
Mitali Mehta
Member Posts: 2 VERIFIED MEMBER
- Added a "New Customized Field" in "Organization" with drop down options
- Added same Customized Field to "Person" with drop down options
- 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 ?
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Comments
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Hi Mitali,
you should be able to create an automation like: "whenever this field in ORGANISATION is updated THEN update the PERSON field"
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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.
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