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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Is it possible to use a workflow to create a proposal

edited Dec 9, 2022 11:49PM in Ask A Guru 8 comments

Is it possible to use a workflow to create a proposal? We would like to have a button that when selected, it would take the user to the creation of a proposal. When trying this out, the options for "create record" do not show proposal.

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