I have a workflow that when an Opportunity is converted to an Account I can copy over the field values just fine.
Is it possible to take any attachments in Documents or even a field with Multiple attachments and move/copy/link them to the newly created Account?
I found there is an option to "Link with another Entity" in the workflow rules, however it wants me to choose a specific file/document/attachment that is already uploaded. which is not what I want.
Is it possible to take any attachments in Documents or even a field with Multiple attachments and move/copy/link them to the newly created Account?
I found there is an option to "Link with another Entity" in the workflow rules, however it wants me to choose a specific file/document/attachment that is already uploaded. which is not what I want.
Comment