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How can I populate customer on customer deposit using Workflow?

edited Oct 21, 2022 9:56PM in Ask A Guru 4 comments

I'm creating a workflow to have a button on customer page. Once button is clicked, it directs to create deposit page, and I would like Customer field to be prefilled with the customer where I created deposit from. The screenshot below shows State 2, where i had set Company = Company in current record, but somehow the customer field is still not auto populated. Could you kindly help me troubleshoot it please? thank you!


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