Jan 24, 2021 11:44 AM
Hello,
I understand how to use Workflow to copy the City across to all Contacts associated with a Company, but can I copy the City only to Contacts where the City is unknown?
Contacts are based at diferent offices so for the ones I 'know' I don't want the Workflow to overide what I have manually input into the CRM from another source.
Solved! Go to Solution.
Jan 25, 2021 12:55 AM
Hi @BFurlo,
In your company-based workflow's enrollment triggers, you can also select contact properties. These would be the settings you're looking for:
Keep in mind that the requirement here is "At least one associated" contact. If two contacts are associated with a company, one contact's city is known, the other's isn't, then the company would be enrolled and the workflow would copy the information to both contacts.
Hope this helps!
Karsten Köhler |
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Jan 25, 2021 12:55 AM
Hi @BFurlo,
In your company-based workflow's enrollment triggers, you can also select contact properties. These would be the settings you're looking for:
Keep in mind that the requirement here is "At least one associated" contact. If two contacts are associated with a company, one contact's city is known, the other's isn't, then the company would be enrolled and the workflow would copy the information to both contacts.
Hope this helps!
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |