Skip to main content
Topics#Data ManagementPergunta de Julie Prasch
Julie Prasch perguntou em #Data Management
13 de set. de 2016, 18:53

Workflow rule to auto-fill fields on Opportunities when a child record is created

What is the best way to auto-fill fields on an Opportunity record when a related child record is created?
7 respostas
  1. Mayank Srivastava (eVerge Group)
    13 de set. de 2016, 21:20
    Make sure the Record that you are updating is correct. It should be:

     

    [Project_Summary_c].Project Name

     

    Assuming Project Name is the name of your Opportunity lookup field.
Escrever uma resposta...
0/9000