Hi,
This is our scenario:
Entities in CRM
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(1) Account: We have 2 types of accounts...
5 results in 0.0100 seconds.
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Automatically setting the filter when selecting entity records
Last edited by murugappan; 03-03-2024, 03:44 AM. -
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...Last edited by khopper; 11-30-2017, 06:40 PM. -
Filter a Link field by foreign variable
I have a custom entity which has a Many-to-One relationship with the Account Entity. My Account Entity has a custom enum of "type" where I have...Last edited by joy11; 08-11-2017, 01:57 PM. -
New Foreign field for Tasks not linking to existing varchar field for Leads
I tried to link a newly-created foreign field named "Lead Account Name" under Tasks to an existing varchar field named "Account Name"... -
Self Link Bug
If you link accounts with a many to one relationship to accounts, in order to create sub accounts, you receive the following errors
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