Hello al
I have a Custom Object called (Logistics Quote) that contains a Picklist Field "Status" (values: Created / Requested / Resolved). Initial value is "created".
As soon as a user sends an EMAIL using the Standard button (Send an Email) in the Activity History section of my Object, I would like to move the Picklist value from "created" to "requested" by Workflow Rule of Process Builder. But I can´t seem to find a way to trigger this.
Any help?
Thanks!
2 answers
Create a new process & select the object Email Message.
For the Critiera, select these options:
Field: RelatedToId - Starts With -(enter the starting repeating text for the logistics quote record id, for example the opportunities record id starts with 006 so check the repeating text string for your object id)
Action:
-Select Uate Records
-Click Select a record related to the Email Message
-Search for "logistics quote".
-Click "Updated record meets all conditions":
FIeld: Status Equals
Value: created
In the below section enter the new stage value
Field: Stage
Operator: Equals
Value: Requested
Click save and activate .
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