I already have a process built that updates the Status field on our custom object "Contracts" basd on when the DocuSign Status is set to Completed that I want to add 2 immediate actions to do the following:
1- Update "Contract Signed Date" date field with the Date the contract is signed
2 - Update the Contract Signed By" field which is a lookup to the Contact object
What is the best way to accomplish this?
Thanks as always!
Marie
3 réponses
Hello Marie,
In your same Immediate Action that updates the Status field, you can just add 2 more rows to accomplish both 1 and 2:1) Contract Signed Date equals Formula:
TODAY()
2) Contract Signed by equals Field Reference:
[Contract__c].Contact__r.Owner.Id
(You need to tell me how this is related)
