I’m trying to create a workflow that updates a custom date field called Consult in the Accounts module. This should happen whenever my users select a custom check-box field when logging a call in the Calls module. (Note, I have renamed the Accounts module to Taxpayers.)
I think I have the logic correct. However, I don’t know for sure because when I save the workflow, it deselects the value in my condition.
Also, after saving the workflow, I would expect for it to show the Action variables just as the Condition variables are displayed in the Conditions section. However, it doesn’t show anything. Although when I edit the workflow, the variables are in fact still there.