CRM On Demand - Administration (MOSC)

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Workflow to Autopopulate Account Field on Fulfillment Page in CRM

edited Jun 24, 2013 10:03AM in CRM On Demand - Administration (MOSC) 3 commentsAnswered ✓
Hello,

I'm trying to create a Workflow to perform the following:

On the Leads/Fullfillment Pae, when a user selects an Account from the <Existing Account> field (this field is a look-up window where they search and select their Account). the <Account> field auto-populates with the same value that was selected in the <Existing Account> field after the record is saved.  I played around creating a new workflow to connect the JoinFieldValue with the above fields I mentioned but ended up receiving all kinds of errors....as the JoinFieldValue expression has to have more than 2 fields in the condition.

Help!

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