Mike Robbins
10/25/2021, 2:45 PMContact
and Alt. Contact
fields in the workflow condition as shown in the screenshot below
I’ve also tried to create a new workflow on Contact records, but the Contact Role field does not appear to be available on the contact record or on the Company join for a contact.
It appears that this is happening because the contact role field is not on the Vendor record or the Contact record directly, but on the relationship between the two. This makes sense, because it’s conceivable that a single contact can be a primary contact for one company and an alternate contact for another company.
Any thoughts on how I might achieve this?KevinJ of Kansas
10/25/2021, 2:58 PMMike Robbins
10/25/2021, 3:00 PMKevinJ of Kansas
10/25/2021, 3:02 PMMike Robbins
10/25/2021, 3:03 PM