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Step 1: Navigate to Settings -> Processes
(under the Process Center group). Select the New button, then enter a Process Name, define your entity (Contact), and select Workflow is the Category. Click OK.
Step 2:From the Workflow Editor Form
Select as an on-demand process, change Scope field to Organization,
Step 3: Click Add Stage and chose Check Condition,
Step 4: Type step description (if new contact),
Step 5: Click if condition, and chose fields as shown below, then save and close.
Step 6: Select the second row and click Add Step , and chose Update Record
Step 7: Select the contact entity and click set Properties
Step 8: update contact form
1- Select the parent customer field,
2- Chose parent customer from look for,
3- Click add,
4- Choose your customer from default value ,
5- Click ok.
6- Will be as shown below. Click save and close.
Step 9: click activate
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