Copying Activities and Notes from One Opportunity to Another via Workflow

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Posted on by CMilton

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Hi all,

I am trying to design a workflow that creates an identical, duplicate Opportunity, when a certain field value and status is set. At the moment, I can successfully copy all of the fields to the new Opportunity, with the exception of notes and activities...

I was wondering if I am able to copy/duplicate the notes and activities without the use of a custom code or plugin?

Any help would be greatly appreciated.

Many thanks,

Chris

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a33ik 84,331 Most Valuable Professional on at

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Hello,

I'm afraid you will have to develop something (i believe it should be custom workflow activity).

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