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Trouble triggering rule when field edited without manual input

Received Response
edited Nov 30, 2016 12:05PM in General Functional Discussions 6 comments


I'm trying to create a simple rule for contacts that sets the value of their 'contact status' custom field to 'lead' when the contact's "contact status" field equals 'contact' (which is the default value for the "contact status" field) & the contact's "annual salary" field is not null. In other words, if I add a new contact to the system, they will have a 'contact status' of contact. If I then add a 'gross annual salary' for that contact, I want that contact's status to become 'lead' - seems pretty simple. I can achieve this no problem with a workspace rule and it will trigger correctly

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