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Topics#Data ManagementJulie Prasch 的问题
Julie Prasch 提问于 #Data Management
2016年9月13日 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 个回答
  1. Mayank Srivastava (eVerge Group)
    2016年9月13日 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.
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