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Update Phone Call activity when Regarding Lead field changes RRS feed

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    Hi,

    My scenario is there is a company attribute(varchar) in phonecall.when ever phonecall activity is created for lead, company attribute(varchar) should capture the lead company name

    the workflow i wrote is

    if regarding(lead) | Company name | Contains Data

    Then

    Update Phonecall activity (company attribute(varchar) as {Company Name(Regarding(Lead))}

    This works fine me

    my clarification if i update  company Name for the lead

    the Attribute for the phone call activity should get updated automatically

    what kind of workflow should i write

    give me some example

    Thanks,

    Saraswathy

    Tuesday, August 10, 2010 12:08 PM

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    Normally, you could write a workflow on the Lead to watch for a change to the Company name field and when there is a change, call a child workflow that updates a Phone Call workflow or see if there is an option in the Workflow to update the Regarding Phone Call activity and update the Company Name field of the activity.  However, since there may be more than one Phone Call activity and since the Phone Call activity status might be closed, you'll most likely need to write a plug-in or custom workflow to handle the conditions of checking multiple phone call activities and dealing with the Phone Call status.

    If there is only one Phone Call, you could test writing the workflow to update the Phone Call activity when the Lead "company name" field changes.

    Regards, Donna

    • Proposed as answer by HIMBAPModerator Tuesday, August 10, 2010 12:53 PM
    • Marked as answer by Jim Glass Jr Tuesday, August 10, 2010 3:07 PM
    Tuesday, August 10, 2010 12:38 PM
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    Your workflow is fine for setting the name in the first instance, but you may need to use on-form javascript on the Phone Call to recapture it in case it has changed

     

    You could use a variation of your workflow to update the field when the phone call is updated (or completed) to make sure it is correct

    If you just want the user to see the current name of the Lead make sure the regarding field is visible to them (in a view or on the form).

    Why do you want to capture this into a text field in anay case? It may be that you  are trying to solve the wrong part of the problem.

    • Marked as answer by Jim Glass Jr Tuesday, August 10, 2010 3:07 PM
    Tuesday, August 10, 2010 2:08 PM

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    Normally, you could write a workflow on the Lead to watch for a change to the Company name field and when there is a change, call a child workflow that updates a Phone Call workflow or see if there is an option in the Workflow to update the Regarding Phone Call activity and update the Company Name field of the activity.  However, since there may be more than one Phone Call activity and since the Phone Call activity status might be closed, you'll most likely need to write a plug-in or custom workflow to handle the conditions of checking multiple phone call activities and dealing with the Phone Call status.

    If there is only one Phone Call, you could test writing the workflow to update the Phone Call activity when the Lead "company name" field changes.

    Regards, Donna

    • Proposed as answer by HIMBAPModerator Tuesday, August 10, 2010 12:53 PM
    • Marked as answer by Jim Glass Jr Tuesday, August 10, 2010 3:07 PM
    Tuesday, August 10, 2010 12:38 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Your workflow is fine for setting the name in the first instance, but you may need to use on-form javascript on the Phone Call to recapture it in case it has changed

     

    You could use a variation of your workflow to update the field when the phone call is updated (or completed) to make sure it is correct

    If you just want the user to see the current name of the Lead make sure the regarding field is visible to them (in a view or on the form).

    Why do you want to capture this into a text field in anay case? It may be that you  are trying to solve the wrong part of the problem.

    • Marked as answer by Jim Glass Jr Tuesday, August 10, 2010 3:07 PM
    Tuesday, August 10, 2010 2:08 PM