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Customer experience | Sales, Customer Insights,...
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How to Parse Field Value from One Entity to Another Upon Form Update?

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I have a field value which I would like to parse between one entity to another upon clicking of 'Update' button in a form.

I tried to use a workflow process but realized that it can't set field values of another entity.

May I know what should the correct approach that I should take?

Thank you.

  • Suggested answer
    Ajay  Dhingra Profile Picture
    Ajay Dhingra on at
    RE: How to Parse Field Value from One Entity to Another Upon Form Update?

    HI , May I know the 2 entities are not related ? I.e. there is no relation ship between the entities ? If there is relationship then you should be able to update . The scenario you mentioned there should be a relationship . If there is no existing relationship then create one and then you will be able to update other entity as well with workflows

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