Update a Field in a different Module than the one where the initial Action Trigger took place

🧩 Low-Code Development Workflows
#1

Can you share an example in the given workflows where there is an update to a record field in a module that the triggering action is not in, but is in the same namespace?

Is this possible using the low-code workflow builder?

#2

An example is one workflow that ships with the CRM. The workflow is called “CRM - Quote - Insert Number”.

This workflow uses a custom Quote Number counter which is stored in the Settings module. A new Quote is created and the Settings module is retrieved. There the workflow gets the next Quote number, stores it in the Quote and then adds 1 to the field in the Settings module with the handle “QuoteNumber”. And finally it saves the Settings module (with now a new next quote number".

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#3

Thank you! This helped me solve my problem.

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