Hi All,
I have a contact based workflow created which creates the deal record towards the end of the workflow actions as well as notes.
Currently the notes which are created are not getting associated with the created deal, instead I have to manually associate the note to the deal.
Is there a way through workflow itself I can associate the note created in contact based workflow with deal created.
Help and advise on this matter will be really great.
Hi @AJ_Kakrot,
I’m not sure how the automatic activity association defaults work here, can you confirm that notes logged to the contact are set to automatically be logged to associated deals as well? Set up automatic associations for records and activities
Best regards!
@karstenkoehler I have enabled this, will it work?
@AJ_Kakrot I would expect it to – have you tried it with an example record?
Hey @AJ_Kakrot ,
Just checking in — any luck with that issue? Let me know if I can help out.
Best, Victor
