Hello! Want to see if I am missing a Custom Object setup feature or if this is just a gap in Custom Object workflow functionality. I am trying to set up a workflow so that when a certain meeting type is associated with my custom object (Implementations), it will trigger a stage change. This appears to be impossible? I only see workflow triggers available for Contacts, Companies, Deals, and our other custom objects.
The only workaround I have found is to tie the Contact activity to the stage and trigger based on Contact, but it will change the stage on all of the Implementations associated with the Contact, not just the active one.
Nov 13, 20248:59 AM - edited Nov 13, 20249:25 AM
Member
Disregard I'm a liar. List membership does not trigger re-enrollment either!
@MBarton00 Found this after having the same issue and I have a solution finally: While workflow triggers don't work for this... active list memebrships do! The only thing is that it takes 0-3 minutes to update.
Then you can use the list membership workflow trigger to enroll anything you want 🙂 Then you'll just filter by the associated object's stage.
My use case is that I want to check anytime a Company record is associated to a custom object and a ticket. If so, then run a custom code action to associate the custom object and ticket together.
Ok, here's another option let mek now if it works for you:
For my use case I used a property sync property, for yours I'm wondering if you can do the same. Make a custom property that is a property sync type and choose the associated Call. The property will be Call and meeting type and select Most recently created.
Then your workflow can check when that field is updated. within the workflow check if it is the right type you're targeting and go from there.
