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My users hate that when they want to make an appointment from an opportunity, the field account is not filled. How can I arrange this? I have already tried to create a workflow but unfortunately I cannot get it working. Anyone have an idea?
Could you share me how your workflow be set?
Below is mine, and it works fine.
Trigger: when an appointment record is created.
Dynamic value: find regarding opportunity related account.
Hi cloflyMao , Thanks for your reply but it doesnt work yet. Below is mine... (dutch)
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