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Update field from SalesOrder to Potential - Printable Version

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Update field from SalesOrder to Potential - geraldbigot - 10-08-2020

Hello,

Is it possible with a workflow to update the same field (text field) from salesorder to related potential (selected with a "related to" field) ?

Thanks.

GĂ©rald


RE: Update field from SalesOrder to Potential - joebordes - 10-08-2020

yes, that should be easy to do: https://youtu.be/RUlA6cCp1Dk


RE: Update field from SalesOrder to Potential - geraldbigot - 10-08-2020

So simple with coreBOS !
Thank you Joe.