Related Record Update allows to update related records using workflows. It is most commonly used where we want to update an address of organization if the linked contacts’ address has been updated.

How to Cascade/Update Changes from One Record to Another

• Go to Menu >> Settings >> CRM Settings >> Automation >> Workflows. Click on the “+ New Workflow” Button to create a new workflow.

• Enter Workflow Name and select the Target Module and the conditions of the workflow.

• Add an action, for this example “Related Record Update“.

• Add action title, Then add Fields to Update.

• Here you can see if we Change the address in the Organization it will automatically update in the Contacts details.

For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.