How to move values of an entity to item list of another entity?

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • sujithraalink
    Member
    • Oct 2018
    • 94

    How to move values of an entity to item list of another entity?

    I want to move values of opportunity(Not opportunity item) to quote(That is I need to create a related record on quote based on opportunity values).
    Here i want to move some values of opportunity to quote item list(Not to quote fields). Please help me to write a work flow for this. Thanks in advance.
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hello,
    try to use a formula in a workflow action

    Comment

    Working...