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Gary Singh (BlackBeltHelp) How to create a case from opportunity using visual workflow
Wonderful people,
I am working on a requirnment to populate a Case from Opportunity records page via Custom button. For this I have created a simple flow for that which references the fields on Opp, however i get error while using it.
Configuration looks as under:
Here i am unable to get the Opportunity Contact ID so referenced OwnerID
From the looks of the logs I can make out that it is User record can not be passed to Case Contact lookup as the ID will never match, therefore created a formula feild to fetch the contact ID refer it on the flow, however the value is always blank.
Please suggest as what i am missing, or may be a better way to accomplish this.
Thanks
I am working on a requirnment to populate a Case from Opportunity records page via Custom button. For this I have created a simple flow for that which references the fields on Opp, however i get error while using it.
Configuration looks as under:
Here i am unable to get the Opportunity Contact ID so referenced OwnerID
From the looks of the logs I can make out that it is User record can not be passed to Case Contact lookup as the ID will never match, therefore created a formula feild to fetch the contact ID refer it on the flow, however the value is always blank.
Please suggest as what i am missing, or may be a better way to accomplish this.
Thanks