Question: For the copy to property. are there any good tips on how to identify if a property in one object needs to exactly match a property in another object so the copy to function works each time the property gets updated. (like a list of tradeshows, etc)
Answer: Take a look at this article for a list of compatible property types for copying values with workflows where the properties will be considered mismatched e.g. Dropdown A copying to another Dropdown B, but Dropdown B doesn’t contain one of the values listed in Dropdown A, the system will grey out the target dropdown and warn you that the properties are mismatched. If your dropdown values change after the workflow is published then this error will be surfaced in the ‘Workflows with errors’ tab of your workflows dashboard or in the Alerts area of the workflows editor. So good practice to check in on your workflows on a regular basis.