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Status Future consideration
Created by Kelly Sebes
Created on Jul 9, 2020

Automation rules should be able to update a related goal's status

When creating an automation rule it is not currently possible to update a related goal's status. Goals are the only related record type for which you cannot update the status.

In my example, I would like to update the goal status based on a change in the initiative, such as the initiative status changing to 'at risk' and therefore the goal status should be adjusted as well.

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  • Dan Milligan
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    Jun 6, 2023

    This would be a monumental value add!