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Former Member
Dec 19, 2013 at 12:46 PM

Change Status of Preceding document through Action Profile

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Hello Experts,

Greetings!

We have requirement where we need to change the status of preceding document when there is a change in the status of follow up document.

The requirement is once a particular subsequent document gets generated and saved the status the previous document should get changed to a particular status; for e.g. I want set the Status of Lead which is preceding document for Opportunity

As far I know we can do that through Action Profile (Through Method Call). But I am not sure how to achieve this.

If any one of you had already worked on this kind of scenario through your earlier projects, request you kindly to help me in sharing any document or help me in resolving this issue

Thank you!