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BigMachines Express - Proposal Name Template

edited Oct 21, 2016 5:00AM in Using the My Oracle Support Portal (MOSC) 1 commentAnswered

I would like to know if Proposal Name in Proposal Templates can be auto-filled or updated to Quote Number or Quote Name. This will eliminate any additional steps for the sales user if this field is automatically filled when the template is used.

Is there a workflow or field update that can created to process this? Please advise.

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