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Rokha SF- OBI
Workflow Rule Migration
Hello,
I an issue regarding "Active Opportunity". I cannot access "Active Opportunity" on Account Object from Opportunity.
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"
I already checked the FLS regarding "Active Opportunity" on Account object.
Thanks in advanced for your help.
I an issue regarding "Active Opportunity". I cannot access "Active Opportunity" on Account Object from Opportunity.
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"
I already checked the FLS regarding "Active Opportunity" on Account object.
Thanks in advanced for your help.
Hi Rokha,
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
Hi Rokha,
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