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dmon
Product field is default value for Opp Product field -- Workflow & Field Update needed
Background:
I have a custom checkbox field defined in both Products2 and Opp Prod.
Goal:
Each time a new Opp Prod line item is added to an Opp, automatically set the value of the Opp Prod line item custom field (Has_Maintenance_OP__c) with the corresponding Product custom field (Has_Maintenance__c).
Can someone walk me through the set-up for the Workflow Rule and Field Update to accomplish this (for a checkbox field).
Thanks in advance,
Dale
I have a custom checkbox field defined in both Products2 and Opp Prod.
Goal:
Each time a new Opp Prod line item is added to an Opp, automatically set the value of the Opp Prod line item custom field (Has_Maintenance_OP__c) with the corresponding Product custom field (Has_Maintenance__c).
Can someone walk me through the set-up for the Workflow Rule and Field Update to accomplish this (for a checkbox field).
Thanks in advance,
Dale
Kristin