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Setting a value
Hello!
This should be easy but I am stuck and can't get it to work.
I want to have a field in a custom record populate with data from the customer record. For simplicity's sake, let's call the variable 'custentity1'.
If I use a workflow and a formula to set the field, I either get the ID number of the customer in that field (rather than the value in the field) or nothing at all.
If I try to set the default value based on the same formulas, I can't get anything to happen.
How should I do this?
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