Question

Workflow_Person to Opportuntiy

  • 10 August 2022
  • 1 reply
  • 8 views

I’m having an issue adding the primary contact to this workflow. Copper is rejecting “primary_contact_id” formula. I have checked for spaces and even copied it directly from a recipe.

 

Help?

 

 


1 reply

Nevermind! I found the answer HERE

“** If you are trying to create an Opportunity as an Action from a Person Trigger, the formula variable for the Primary Contact on the new Opportunity would be "id".”

Reply