Can’t figure out a correct workflow that applies an association label “Supply” to deals that are under Pipeline “Supply.” I’ve tried several variations and it still does not work.
Hey @PPob12,
Thanks for posting in the Community!
Are you able to provide more context around what setup(s) you’ve already tried? I want to identify what hasn’t worked so that the Community can better suggest what may work.
In the meantime, tagging in @karstenkoehler, @Josh, and @Humashankar to see if they have any suggestions for applying this association. @karstenkoehler actually just assisted with an association-related inquiry in this Community thread that you might find helpful here!
Shane, Senior Community Moderator
Hi @PPob12,
This can be done with the “Apply association labels” workflow action:
Simply choose the your pipeline, your destination object, your label instead of what is shown.
Best regards
Hi, how would it work when it comes to deal-to-deal association? Say, I create a deal under Pipeline: Supply that should have an association label “Supply” and associate that with a deal under Pipeline: Original that should have an associated label “Original.” How do I have this automatically applied based on the pipeline the deal is under? I already have the deal-to-deal association created: Original paired with Supply. Everytime I turn the workflow and apply it to deals and its associated, it completely flips it. Pipeline: Original would have “Supply” label and vise versa.