I’m looking to trigger an approval workflow on the...
# suiteflow
m
I’m looking to trigger an approval workflow on the vendor record when either the Primary or Alternate Contact is changed. I’ve tried comparing the
Contact
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?
k
You'll have to script triggering another field to have it be available for workflow
m
I’m not sure I understand. Can you explain a bit more?
k
Workflows can't update another record - the primary and alternate contacts are subrecords - meaning if you change someone to be alt/primary contact it needs to be scripted to update the customer record with a field that you could then trigger the approval workflow
m
Got it. That makes sense. Thanks!