Is there a way to create a workflow based on an association label?

[aelrefai]

I want to create a workflow whose trigger depends on the association label between a deal and a company, howeve I can’t seem to find this as an option. Any work arounds?

[karstenkoehler]

Hi @aelrefai,

Sure, let’s assume your workflow is deal based.

1. Create workflow
2. Click “Skip trigger and choose eligible records”
3. Choose Deal
4. Save and continue
5. Click into the enrollment criteria
6. Select “When filter criteria is met”
7. Change the “Filtering on” dropdown from “Deal (Current Object)” to “Company”
8. Specify any filter depending on your requirements, if you want to pull all companies, use “Record ID is known”

1. Click here to specify the association label

This workflow would now enroll all deals the moment they are being associated to a company with a matching association label.

Best regards

[aelrefai]

This helped and solved my problem, thanks for that!
However if you can help me further along, I’m trying to create a workflow that creates deals associated with a company. The full scenario is, I have a deal associated with several companies, those companies are labelled as “Bidders”, they exist in a deal pipeline called “Sales Pipeline”, what I’m trying to achieve is to create several records for the same deal matched with every single company associated to it alone in a different pipeline called “Bidders Pipeline”. So if Deal 1 is associated to Company 1, Company 2 and Company 3, I want to create a workflow that creates Deal 1 - Company 1, Deal 1 - Company 2, Deal 1 - Company 3. The issue I’m facing is that I created the workflow, but it creates only one record “the deal associated with the most recent company”, I tried changing the avalable records to choose from, to get all the associated companies but it just doesn’t appear. What should I do, given that I don’t know the exact number of companies that could be associated to this deal.

[Victor_Becerra]

Hey @aelrefai ,
Just checking in — any luck with that issue? Let me know if I can help out.
Best, Victor

[siri2]

Hi @karstenkoehler
Thanks for this clear explaination!
Any idea on how to apply a Deal-to-Contact association on the Contact-to-companies association ?
My situation:

1. Sales rep applies “Primary Project Owner” label on Deal → Contact association
2. I want that same label automatically applied to Company → Contact association

Any idea on how this can be done ?