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Getting Set Field Value to work From Field in Workflows
Hi There,
We have added a few custom fields to Invoices such as Show Name and tend to receive one Payment per Invoice. When a Payment is created with the Accept Payment button on an Invoice we would like the values in our custom fields to appear on the Payment. Currently the fields appear but no data carries over.
I created a Workflow with a single state with a single action triggered on entry and thought this would work but it doesn’t:
Set Field Value Show Name=Created From : Show Name created with the From Field radio button.
I also played with using a formula to do the same, setting Show Name = {createdfrom.custbody1} where custbody1 is the ID of Show Name
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