Workflow to populate Deal Name with another property item when creating a new Deal

VCheung

I have managed to create a workflow to add the company name to a deal name but would be highly benificial to append another property item to that, like a line item for example to create a uniform naming converntion . 

1 Reply
Brennon
Contributor

What triggers your workflow? 

Our deals are created from a form submission - I have the deal name populate with tokens from the form submission. I attached a screen shot for you.create deal workflow.PNG

 

Brennon