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Hi,
I am facing a problem that at the moment seems impossible to solve, so I am hoping that someone smarter has maybe a tip for me to get further :)
This is the process:
We would like to add multiple contacts to an opportunity (Created a N:N relationship between Opp and Contact). Then when 2 other fields are filled in a workflow is triggered. This workflow will create a custom entity record for each of the contact we have chosen.
I actually managed this part, but now comes the big BUT.
BUT:
It is also necessary to link the custom entity record to the Opportunity that started the whole process.
Problem:
The last BUT part is what i can't seem to figure out now. How to related the final custom entity record to the opportunity that started the process?
Any ideas?
Thanks in advance,
Vivian
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Hi Vivian,
Could I ask for the following information:
1. Are the two fields that trigger the workflow to create the custom record from the contact or the opportunity?
2. What is the trigger for the workflow; is it create, update assign etc?
The reason I'm asking is because I can see that the opportunity seems to be the common middle ground for both the contact and the custom record. So what I would like to establish is if perhaps the workflow should trigger from the opportunity to create the custom record. That way you have references to both the opportunity and the contacts against that opportunity.
Hi Barry,
Yes i do. How could we do that? The custom entity record is created from the Contact entity and there i don't have a possibility to add any fields related to Opportunity entity.
Hi Vivian,
I'm not sure I follow too well, but wanted to ask, have you got an opportunity lookup on the custom entity? If you did, you could dynamically put the opportunity slug into this lookup each time your workflow creates the custom record.
Hi Andrew,
But will this only work with an on-demand workflow?
Hello Vivian,
I experienced similar issues and everytime I had to write some code. Now you can avoid it using Ultimate Workflow Toolkit + Distribute Action approach. Check following example - butenko.pro/.../cloning-record-with-related-records-with-no-code-using-uwt
This is not exactly your case but sounds similar.
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