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I am trying to create a workflow to create a sales contract request record(custom entity), I have set the work flow to change the status reason of the opportunity to Contract Requested, then I create the new record and I want to bring across the Account, Opportunity, Number of Facilities. When I run the workflow only the opportunity field is populated, I think it may have to do with relationships, but I am not sure. Also I am pretty new to Dynamics crm so any insights on how I would troubleshoot this issues myself would be very welcome.
I was able to figure out the issue, and now the data comes across, however it is not regarding the record to the opportunty record. Any Ideas?
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