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Rokha SF- OBIRokha SF- OBI 

Workflow Rule Migration

Hello,

I an issue regarding "Active Opportunity". I cannot access "Active Opportunity" on Account Object from Opportunity. 
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And when trying to choose a field from "Record Type*", cannot access to "Active Opportunity". What ever I select "Select the Opportunity record that started your process" neither "Select a record related to the opportunity"
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I already checked the FLS regarding "Active Opportunity" on Account object.

​Thanks in advanced for your help.
Best Answer chosen by Rokha SF- OBI
Anurag SaxenaAnurag Saxena

Hi Rokha,

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In the record option, we only select the related object ,not the fields.

So Please select [opportunity].accountID in the record

Once you select this you will get the option to set the new field value for the records you update

Here you can select active opportunity field and update it.

Surely it gonna help you:)

Please choose as best answer 

Thanks

 

All Answers

Anurag SaxenaAnurag Saxena

Hi Rokha,

User-added image

In the record option, we only select the related object ,not the fields.

So Please select [opportunity].accountID in the record

Once you select this you will get the option to set the new field value for the records you update

Here you can select active opportunity field and update it.

Surely it gonna help you:)

Please choose as best answer 

Thanks

 

This was selected as the best answer
Rokha SF- OBIRokha SF- OBI
Thanks ;)