Update Data on all Related Records
Overview
This article explains how to use the Workflow Enhancement Suite (WES) to update data on all related records from the parent record.
Without WES, this solution would require custom deluge code to perform.
Video
Instructions
Access the Custom Action
In an existing or a new workflow, access the "Custom Action" menu, which is the last action in the workflow editor. The menu will open, and select the "Advanced Field Update (bludata)" action.
Note: This is available as both an Instant Action and Scheduled Action. If you are running into difficulties selecting this option in a Scheduled Action, please save and re-open the workflow.
Select and Configure the Appropriate Data Flow
Once selected, you will be presented with 2 options. Select the "Update Fields in My CRM". On the next screen, you will be asked where you'd like to update the fields. Scroll or type in the search box until you find the desired related list.
After this, you will be able to define your field mapping:
- Choose a destination field: Select the field on the related list record that will be updated
- Configure your mapping: For this you have 2 options:
- Based on another field: Select a field on the Current or Lookup records to update the destination field
- To a specific value: Select the specific value for destination field on all related list records. Note: you can use merge tags, to dynamically construct a specific value
You can add as many mappings or field updates as you require in a single data flow.
Once complete, hit "Save", provide a name that is appropriate (for future reference), and hit "Save and Associate".
Trigger the Data Flow and Track Results
When the workflow is triggered and the conditions are satisfied, the data flow will run.
To audit this data flow, you can view the Timeline of the affected record, or access the "WES Logs" to see if the data flow was a success or failure.