When an Opportunity is converted to an Account the related fields are properly mapped through above workflow.but i want also Quotes subpannel that were linked to the Opportunity are automatically relinked to the new Account
quotes subpanel of opportunity also relinked to corresponding account
Collapse
X
-
Greetings.
All you need is to add one more action calling "Execute Formula Script" to your Workflow and copy this formula:
Code:$oppId = workflow\targetEntity\attribute('id'); $accId = workflow\lastCreatedEntityId(); $quotesIds = record\findRelatedMany('Opportunity', $oppId, 'quotes', 1000); record\relate('Account', $accId, 'quotes', $quotesIds);
Last edited by heint; 07-10-2025, 08:42 AM.
Comment