I have tried to foolow instructions of this article https://salesagility.com/support-assistance/news-and-blogs/entry/workflow-adding-a-custom-action
both part 1 and 2 but it seemed not to work. Anyone could help me? Also I need to ask for the workaround approach to update value for parent of parent record directly via workflow module? For example, I have ‘Call’ record which belong to ‘Case’ and ‘Case’ belong to ‘Contract’ (Multi-layer relations). I would like to set up the workflow like this: When status of Call has been changed from ‘Planned’ to ‘Not Held’ system should automatically change status of Contract to ‘Refused’. Is it possible to do this via workflow not in logic hook?
Thank you in advance