I’m reaching out to you with a question regarding workflows. I’d like to copy a value from a property in transactions to a property in the ticket object. I’ve attempted to do this using a workflow, but I haven’t succeeded. Could you help me with this? Thank you for your assistance.
Hi @SBouali,
To do this, you would have to create a deal-based workflow and set it up like shown below (only with your properties). If that’s not working, can you specify what exactly isn’t working?
Keep the compatibility rules for copying values in mind: Compatible property types for copying values with workflows
Best regards!