Opportunity to Project Automation

  • 14 July 2021
  • 1 reply



I’m looking for advice on how to best create a Project from an Opportunity that contains all of the built out custom fields that are already filled out in the Opportunity.

This topic has been closed for comments

1 reply

Userlevel 3
Badge +1

@scossder it would be similar to this workflow automation recipe, except that it would be Project created in the action step. Please ensure that the same custom field is included on both record types and that you have set the Field Key.