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I have 2 Entities how to transfer data between them easily?

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Posted on by ttorbik

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I have an entity called waiting list where I put all of our contacts that are waiting to come on a trip with us. After the person on the waiting list comes on a trip, I want to remove them from the waiting list and add them as an official contact. Is there a way to do this without entering all of the data again? Waiting list and official contacts are 2 different entities. Some of the fields are different between the two where they will have to add and remove some additional information.

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Kokulan 18,054 on at

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RE: I have 2 Entities how to transfer data between them easily?

Hi

You could try the following.

01. Add new Status Reason value or change an existing one to represent the status when the Waiting List contact is ready to be converted to Official Contact.

02. Create a Workflow on Waiting List entity and this workflow should trigger on Status Reason field change

03. In the workflow, check if the Status Reason of a Waiting List contact is Ready to be converted and if so use the Create step to create new Official Contact record.

04. In the Create step, you can copy all the data want from Waiting List contact to Official Contact

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