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Event Attendee

edited Mar 8, 2023 9:35PM in Ask A Guru 5 comments

I am trying to streamline some things. I was hoping to be able to do a workflow but can't seem to find the fields or how to do it. When in an ESTIMATE and you click New Event, I have it so it is populating the information on the event form from the estimate. My questions are this:

1. I don't want the user or creator to be an attendee. I would like this to be a set field value of the Service Tech which is based off the estimate. The office shouldn't be part of the event. How can I make it so the creator is NOT an attendee and the Service Tech Field is an attendee?

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