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Can I create a workflow automation that copies info from another field?

  • 13 January 2023
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We would like to see the total value of proposals we have in our proposal pipeline for “12 week bids”. I know that each stage and the pipeline itself get totaled from the Copper “Value” field. I used to enter the 12 week bid value into this field manually when I created the bids. However, recently I created CFs for bid values (different services) that are calculated off of 2 additional CFs that are used by our estimator. He puts in two different values, and then 5 additional CFs are calculated off of the 2 values he entered. I would like one of these CF values to also show in Copper’s Value field. Is there a way to copy it using a workflow automation? So it would basically be a workflow automation that copies the value result of a workflow automation….I don’t know if copper can handle that…?

Copper Field: 

CF Workflow calculated field CF for estimator CF Workflow calculated field
CF Workflow calculated field CF for estimator CF Workflow calculated field
  CF Workflow calculated field  

Copper Field: Value gets copied from

CF Workflow calculated field

   

 

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Best answer by ARCO 16 January 2023, 15:11

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I figured this one out. Thanks anyway!!

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@ARCO ah, that’s great to hear! :) You’re becoming a workflow automation expert!

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