I’m having a problem with a property sync. Our deals and territories are associated through a workflow. We need the Wholesaler, region and Rep fields to be copied from the territory object over to each deal. The issue we have is when I try to create a property sync, since these fields are property syncs field on the territory object it’s not allowing a property sync or to be used in a workflow. Anyways around this?
Hi @cclark2,
I’m not sure I’m following entirely.
- You have two objects: territories + deals.
- You have three properties on the territory object: wholesaler, region, rep.
- You want to sync these from the territory to the deal.
That is one step of syncing - why are there two syncs in place? Are there more objects? If so, how are they related?
The general answer would be that whatever is not supported you would have to handle through the “Edit record” workflow action in workflows.
I’m not sure what you mean by “not allowing to be used in a workflow” - that should work, see here:
Best regards
The block is expected: a property that is already the target of a sync can’t be the source of another sync, and it also isn’t offered as a copy source inside workflows.
The way around it is a staging property on Territory.
1. Create a plain single-line text property on Territory, for example Wholesaler (static). No sync, no calculation.
2. Build a Territory workflow that enrolls when the mirrored Wholesaler changes, with a Copy property value action writing that value into Wholesaler (static). Turn re-enrollment on for the trigger.
3. Wholesaler (static) is now an ordinary property, so it can be the source of your Territory to Deal sync, or the source of a Copy property value action onto the associated deal.
Repeat for region and Rep. One workflow handles all three copies.
Two things to watch. Mirrored properties don’t always fire a change trigger right away, so if values land late, add a scheduled daily enrollment as a backstop. And if a deal can associate to more than one territory, the copy action picks a single record, so an association label keeps it deterministic.
When I try the workflow option this is the error its giving me.
How the sync is set up is territories are associated to contacts labels like CSG rep and wholesaler are placed on the contacts associated to territories. So the CSG rep, wholesaler fields are synced from the contact’s name with the respective association label.
@cclark2 what property type are CSG Rep on the deal object? You should be able to copy a value to a single line text field. If the property on the deal is a user property, that’s probably the reason it doesn’t work.
In that case, you’ll have to use two workflows to pass the values through and skip the sync property entirely. If you want to pass a value from one user property to another object’s user property, to another object’s user property, it seems this works through workflows only - which is not a big deal.
- Create roll-up properties that count how many associated object records the object has, if it doesn’t exist yet (e. g. on the Territory object “Number of associated deals”) Create calculation and rollup properties
- Create a territory based workflow that re-enrolls territories whenever “Number of associated deals is known AND [owner] is known”, then uses “Edit record” to copy the owner from the territory to all deals - this will trigger the workflow whenever the owner changes or a new deal is associated
- Repeat step 1 and 2 for the remaining object
My apologies if I got the copy direction wrong, I’m still not following entirely; I’m missing a full picture of object associations, field names, field types.
If the above doesn’t apply, simply change the objects in the instructions above. The method remains the same.