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Update a Picklist Value from another Picklist
Update a Picklist Value from another Picklist
Engineering Swantide avatar
Written by Engineering Swantide
Updated over a year ago

With the following Swantide workflows

  1. Update Contact Pick-List from Another

  2. Update Lead Pick-List from Another

When a value from one picklist is change, you can automatically update another picklist value within the record in scope.
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Say if I have a field on the Lead called Lead Source, and when that value changes to "Web" then the workflow can update the secondary picklist value field of Lead Staus to Contacted.

From whats on the Record:

From whats getting updated on the Record:

Once Field Lead Source is updated to "Web", Lead Status gets Updated to "Working - Contacted"

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