Using relationship into workflow


I’m creating a workflow with the following process:

  1. when I add a new lead with status=openned, workflow process will add a new call task record and it will be showed on “My Calls” dashlet.
  2. It’s working fine but I’d like to show “contact” or “account name” in “My Calls” dashlet, in order to identify where this call is from.

I supose that I can get this information using relationship option but I tryed to add lead, contact and account relationship but it didn’t work.

For example, when I add lead relationship I just have contact ID, account ID as a field that I can use.

So, is it possible to show me some example that I can use in my environment?

Thanks in advance and best regards


did you solve this problem?