Hi,
I have a custom entity that has a n:1 relationship with Accounts. The custom entity also has a 1:n relationship with appointments. What I'm try to accomplish is when an appointment is created, update the lookup field in the appointment with the information
in the lookup field in account through a standard workflow. I have tried different variations of having the update take place inline, and using a child workflow to no avail. Can this be done without a custom workflow and if so how?
Ultimately what I'm trying to accomplish is to update a field in the custom entity when a appointment is created with a particular value in the appointment type.
Thanks,
Gary