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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Create Custom Record based on Custom field change on Prospect record Workflow
Hi All,
Apologies in advance if this is not the place to post this in but I could really use some help on this.
Scenario - On an existing prospect record, if a custom field is changed to a certain value, it should create a custom record with fields populated by the prospect fields (Name, Phone, Sales Rep) after saving
Testing - 1. I created the Custom Record Type first with 3 fields and set the parent to the Customer. The other fields are List/Record Types referencing the respective Prospect fields. I made all fields mandatory.
2. I then created the workflow, Record Type is Prospect then created the State with the Action 'Create Record' that triggers when the record is saved with the specific value
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