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Customer Payment Workflow Issue: Account Field Not Updating on Customer Selection
I’m trying to automatically set a specific Account on the Customer Payment record when a customer is selected.
I’ve deployed a workflow on the Customer Payment record to handle this. Currently, I have two actions in workflow state:
- Action 1: Runs on record load and correctly checks the Account radio button.
- Action 2: To trigger when the Customer field is selected, to set the Account value.
However, while the radio button is checked correctly on page load, the Account field does not update as expected when the customer is selected.
Has anyone encountered this behavior before or found a reliable way to set the Account on a Customer Payment record when the customer changes? Any insights or recommended approaches would be appreciated.
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