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Kelly Johnson (NPR) 님이 #Nonprofit에 질문했습니다

Has anyone ever successfully assigned an Intake checklist on creation of an Intake or Program Engagement (rather than the user needing to selection one)? I've tried using a Flow to set the Action Plan Template Group Lookup field on the Program Engagement, but this does not actually cause an Intake Checklist to be created.

 

#Nonprofit

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