Help with a workflow logic

[aelrefai]

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.

[Jigar_Thakker · Accepted solution]

Hi @aelrefai,

Did you try this with a company-based workflow? It might not trigger for new companies added in the same deal (re-enrollment restrictions). But we can use segments (lists) to trigger the workflow.

Active segment logic: Company associated with any deal in the “sales pipeline”.

Workflow Trigger - Company in active segment.

Action - Create a Deal record and associate with the required label in “bidder pipeline”.

Workaround to copy properties from the company record to the new deal record - you can create the same properties in the company object as the deal (which are required for the deals), then a workflow to copy these properties among any company associated with a deal.

Am I missing some context here? Let me know!

If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !

[Victor_Becerra]

Hi @aelrefai 
I'm looping in some other community members for additional expertise, as this issue remains unresolved.
@Jigar_Thakker @CarolinaDeMares @himanshurauthan  , we've seen your helpful contributions on similar topics and were hoping you might be able to share your insights here. Any guidance you can provide would be much appreciated.
Thank you, Victor

[Victor_Becerra]

Hi @aelrefai 
Thank you for reaching out to the Community!
I'd like to invite some community members who are subject matter experts to join this conversation.
@karstenkoehler @franksteiner79 @ArisudanTiwari - Would you be able to share any insights on this? Your expertise would be greatly appreciated.
Best,
Victor