[ctamucci]

We have a custom checkbox on invoices. I need a workflow that says:

IF custom checkbox is checked

THEN Set Field Value for customer.status = “LEAD – Qualified”

How can I set the field value on a customer record when performing a transaction based workflow?
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[sklett]

You can’t do this, a work flow can only modify the record that invoked it, in this case an invoice.

You could write a custom Action that could update the Customer record, that’s one option but really if you’re going to write code for a requirement such as yours you should just do the whole thing in script.

Another option may be to deploy the workflow to the customer record (the record you want to modify) and then trigger on a scheduled saved search has the criteria you want.

There may be another way that someone else knows of.

Good luck!

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