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We've got a workflow which creates 3 entities:
each entity have got 1 lookup field under Business Process Flow:
And the same workflow is configured to update the above 3 lookup fields with newly created entities:
However, the creation part seems to be working fine but not the assigning part.
Have tried implementing the Automatic Record Creation and Update Rules. from Service Management & Business Management Settings
What is the fix?
What is the fix?
You should be able to select the Local Values from the SourceAssessment, SourceLegal, SourceParnershipValidation and set these to the fields on the project through the update using the Dynamic - Local Values.
Hope this helps. If not, please articulate more what is not working on the Project update step exactly.
Hi, did this solve your problem? If so please mark verified. Thank you!
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