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Workflow to set field value on estimate record when clicking Sales Order button
Does anyone know the steps to create a workflow that would change an estimate's custom field value IF a sales order button is clicked on that estimate record? We have a long list of custom statuses that are available on Estimates/SalesOrders/PurchaseOrders. I am hoping to avoid going backwards to the origin record to keep updating throughout the order life cycle.
Example:
Estimate Record:
Custom Field Dropdown Value - "To Be Turned into a Sales Order"
Sales Order Button is Clicked
New Sales Order record is Saved
Original Created From Estimate Record:
Custom Field Dropdown Value - "Now a Sales Order"
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