Hello community.
Three pieces of info to set the scene:
We have a custom field on Company entity called Sector.
We have an option set Sectors that is the source of the data for Sector.
We have a custom entity Sector Owner, that lists the relevant account manager (Owner) for each Sector.
We regularly need to change ownership of a sector (at busy times we have temporary sales managers and the sector workload is redistributed both then and again when we get quiet again)
I am looking to identify a way (workflow?) to reassign Company Owner based on the Owner in the Sector Owner entity.
I thought this would be a workflow, but i do not see the Owner field listed on the Company page but equally do not see the Sector Owner entity listed to use as the update value.