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NSC | Create Workflow to Change Form Upon Selecting Status
Lead records have various Status that can be selected, they are important in the process of determining if the Lead record can become a Prospect record. However, there are instances where each Status needs to have a corresponding Custom Form used on the Lead record.
We can create a Workflow that will set the value of the Custom Form based on the Status selected on the Lead record.
1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
○ Name: Enter Update Status on Lead Records
○ Record Type: Select Customer
○ Sub Types: Select Lead
○ Execute As Admin: Enter Checkmark
○ Release Status: Select Released
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