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Topics#Data ManagementJulie Prasch's Question
Julie Prasch asked in #Data Management
Sep 13, 2016, 6:53 PM

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 answers
  1. Mayank Srivastava (eVerge Group)
    Sep 13, 2016, 9:20 PM
    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.
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