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
답변 3개
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)
