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• And more!
Check out this thread to learn more!
Condition on Company:Type not working
I've created a workflow on contact creation to set a field value conditionally based on the Company:Type. If {Company:Type Is Customer} then set a field.
The contact is created by hitting new contact from a customer record so there is a Company associated with the contact however this condition does not function and always evaluates to false.
I thought that perhaps the company record was not fully associated with the new contact until it is saved but using the condition {Company:Sales Rep Is Not Empty} while keeping all other workflow settings works just fine.
Any thoughts? Thanks all.
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