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Hi,
I have created a Debit field in Invoice a form and whatever the data in present in Debit field i want to get that amount in my Account form,
Is there any possibility that i can map Invoice to Account so that the data gets reflected in my account section?
Thanks
Thank you
The Solution Worked
But i am not getting the Update record option in Add step
Also could you tell me should the field that i create in Acocunt form which is going to be mapped, should have the same type as that of type created in Invoice?
Hi partner,
Sure, we will use workflow to achieve it.
First, Account entity also needs a field of the same type as the Debit field.
Go to Advanced Settings > Processes, new a worflow of Invoice entity.
Select Scope to Organization, check Record is created and Record fields change, select Debit field.
Add a step - Update record. Select Update: Customer (Account). Set Properties, select the dynamic values of Debit field to the Account field.
Activate the workflow.
In this way, when we create an invoice or update the Debit field of the invoice, Account field will be updated to the Debit field value of the invoice.
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