workflow RRS feed

  • Question

  • Create a work flow where  Contact entity type has student,parent.

    If student is  less then 18 make create phone call to parent to arrange course and assing call to queue

    else call to student to arrange a time of course and assign call to queue

    I can access student on the work flow in 2nd condition

    but can not access parent in 1st condition

    • Edited by CRM20133 Monday, October 7, 2013 8:31 PM
    Monday, October 7, 2013 8:19 PM

All replies

  • Hi,

    According to your statement, both student and parent are 'Contact' entity instances. Contact Type defines if a contact is a parent or a student. If you can select one contact type in a condition inside a workflow then you should be able to select the other type of contact as well.  Would you mind to share a screenshot of your workflow?

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful" Thanks, Imran Abbasi

    Monday, October 7, 2013 11:54 PM
  • hi imran thanks

    condition:Student <18

    create phone call record  and in set properties of phone call  Set   from  Teacher to Parent=??? (I can not find parent and parent mobile no in the lookup to set )

    and Assing phone call to A queue  and then set  properties


    Create phone call record and in set property of phone call  set Call from Teacher  to Student( i can only find student and his mobile}.

    and Assing phone call to A queue  and then set  properties

    Tuesday, October 8, 2013 2:45 AM