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khopper started a topic Copy or Link Documents/Attachments from one Enity to another via Workflow?

in General Discussion

11-29-2017, 07:43 PM
Copy or Link Documents/Attachments from one Enity to another via Workflow?

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...

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Last edited by khopper; 11-30-2017, 06:40 PM.
MiJo16CDAT started a topic How can I convert a lead to a custom entity i've made?

in Developer Help

08-05-2015, 02:31 PM
How can I convert a lead to a custom entity i've made?

I've made a custom entity called exhibitor, and i want to be able to convert a lead to an exhibitor, the same way you can convert a lead to a contact...

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