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Bhishma JaniBhishma Jani 

Can I use Process Builder to copy a master detail field from the parent to the child?

Hi,

I am trying to use Process Builder to Create a Opportunity (Custom Opportunity object) when the parent Customer record has a certain field set as true.

The problem I am having is that, the Master Detail field on the child Opportunity record that uses the name of the parent Customer Object needs to be populated as it is a required field having been created as a master detail field.

The options I see when creating this new Opportunity record, for the field Customer name are to use ID, Reference or Formula (I am assuming this is the route I need to go down).

Any ideas or help on how I cna get this Child record to be populated with the Parent Customer Name?

Thanks
Swimming through thecloudSwimming through thecloud
You can use Reference to "Record ID"
Swimming through thecloudSwimming through thecloud
You can add reference to "Record ID".