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Hi guys, really need your help here. I am new to workflows and trying to solve this issue. I have two Custom Objects (Preferences and Inquiries). I can create Inquiries from within the Preferences object and it automatically links the two, however, there are 4 other fields that I would like to auto fill. Please see the attached screen shot with both Object and the fields that I would like to Autofill. Can I do it in Workflow or Process Builder? Thank you so much and please stay safe!

 

How to set up Workflow to AutoFill Fields in Custom Objects
2 respostas
  1. 3 de abr. de 2020, 00:38
    Hi Prakash, thank you so much for the answer but it did not work. I am probably doing something wrong. Would you be willing to take a look at it via Zoom session and let me know if this is something you could help me/give me a quote for? Thanks again,
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