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Doubt - Workflow 2nd level - data in opportunity to Service Contracts - Printable Version

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Doubt - Workflow 2nd level - data in opportunity to Service Contracts - rslemer - 09-08-2019

I wish in my service contracts shows in registry a details from you sale

My system is organized with

Opportunity is related to Contacts
Service Contracts is related to Contacts, either

But I wish created a block, in service contracts to show same fields in opportunity
because user needs this information, and reclaim if much worked to open a link from contacts and after that opportunity

I think is possible, copy with workflow data from opportunity to contacts
and in second workflow copy data from contact to Service Contracts

But is the better solution?


RE: Doubt - Workflow 2nd level - data in opportunity to Service Contracts - Hena Hajderasi - 09-12-2019

If you don't want to use any programming, i think this is a very good solution. It helps you to connect through modules without the need of moving forward and backwards.


RE: Doubt - Workflow 2nd level - data in opportunity to Service Contracts - rslemer - 09-12-2019

Sorry, I don't understand your reply ...

what tool?


RE: Doubt - Workflow 2nd level - data in opportunity to Service Contracts - rslemer - 09-12-2019

ok, I understand now.

thanks for your reply.