Create record with data passed from another table. RRS feed

  • Question

  • Hi Guys,

    I am still pretty new to CRM and its workflows and actions etc.

    What I am looking for is an idea of how to do and some really basic beginner steps.

    The situation is:

    At the end of an opportunity (after it has been closed as won) I want to create a new record in a table called 'contract'. I would like the data contained in 'field 1', 'field 2' and 'field 3' of the won opportunity to be automatically used in the new record in the 'contract' table. Ideally I would also like to display a form showing the new 'contract' record with the importated data so the user can see this and make any changes.

    How and where would I start with this please?

    Many thanks

    Friday, May 8, 2015 1:05 PM

All replies

  • Hi,

    As I understand it, you'll need to use a workflow to do this.

    Firstly, create a workflow against the Opportunity entity and get it to run on status change only. Next, create a check condition to look at the record's status - if record status equals Won then you'll need to have a Create record step.

    Have this Create step create a record in the 'contract' entity and select fields from the Opportunity entity to populate your new 'contract' record. This will create your record that you can then modify.

    That should be it.

    • Proposed as answer by Jon_Evans Friday, May 8, 2015 1:26 PM
    Friday, May 8, 2015 1:26 PM