How to make a workflow?

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1

Hello,

I need a help, step by step, how to make a workflow on the contractor that sets a flag on the company and based on this flag a ticket is created?

Thanks

2

Hi @PJas,

Could you provide a bit more detail? Which object type is the contractor? Is it a contact record, company record or a custom object? What’s the name of the flag on the company record?

If you could share more context, details, labels, explanations, that will greatly help me help you.

The main actions you would use for this workflow are “Set property value” and “Create record”.

Best regards