Workflow automation: creating projects from templates, with custom fields [video]

In this video, we’ll walk through how to set up a workflow automation to creates a new Project whenever an Opportunity is marked as Won.

https://copper-crm.wistia.com/medias/exuds5sorq

Remember - if you want to use a custom field in a workflow automation formulas, you need to:

1. Create a field key for that custom field, and
2. When entering it in the formula, add the prefix cf_ to indicate that you are using a custom field. For example, if you have a field key called deadline , you will need to enter cf_deadline as the variable in your formula.