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Transform Record and Goto Record in one step?
A workflow assigned to opportunities should get a button to create an estimate.
In the workflow I'll use the actions
Transform Record and
Goto Record
Because the estimate has more mandatory fields (e.g. items) than the opportunity at Transform Record I get an error message.
The required mandatory fields are not pre dined and I'll force the user to fill this data in.
Therefore I'm looking for a solution where "Transform and Goto" is in one step
or for a practicable workaround.
thanks Mike
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