How to modify subpanel field data based on relationship in workflow?

đź’¬ General Discussion
1

Hi,

I am in the middle of creating a workflow in SuiteCRM 7.3.1.

I have a one to many relationship between Contacts and Products. There is a new custom field for Sample Status (dropdown) in Products module with value: “Available” & “Checked Out”. So when customer borrow product sample from us, we have to log in to SuiteCRM by going to Contacts > Products (subpanel) then select the product, and Sample Status will automatically set to “Checked Out” I have successfully created a workflow for that.

Now I would like to create another workflow so that when customer returns the product sample, we can go to Contacts > Products (subpanel) then remove the items there and it should automatically change the Product sample status to “Available”. Can anyone teach me how to accomplish this please?

Thank you.

hc.

2

This is my workflow configuration but doesn’t work.

Workflow Module: Contacts
Run: Always
Repeated Runs: Checked
Run On: All Records

Conditions:
Module: Products
Field: Deleted
Operator: Contains or Equal To (tried both)
Type: Value
Value: Checked

Actions:
Select Action: Modify Record
Record Type: Products
Sample Status: Value
Value: Available

Thank you.

hc.