Hi Guys
We are putting through a logic hook that updates the assigned user
For example
Account is assigned to salesman 1
Pending Related Calls assigned to salesman 1
Pending Related Tasks assigned to salesman 1
When the Account Assigned to is changed to salesman 2 we would like the “Pending” Calls records to update to match salesman 2
We would also like “Pending” tasks to be updated
Have attempted this through workflow but it wouldn’t run with the additional status rule
Has anyone done anything like this in workflow?
We are now going to put our efforts into making a logic hook
Can I ask - When inline editing a record does it trigger an “on save” hook?