I am trying to achieve the following.
I have created 2 custom fields in ACCOUNT (Company & Location)
Also I have created the same custom fields in USER. I have updated the company and location fields in the USER module
I want the company and location from USER to ACCOUNT when I create a new Account.
Appreciate the help very much
This is to be triggered when said USER creates an ACCOUNT? Or that you can select which USER is linked to the ACCOUNT?
User = assigned user right?
There are two ways of doing this. Create a logic hook to update the fields with assigned user or current user or use workflows and calculated fields as actions.
Thanks very much for the response.
Yes This is to be triggered when said USER creates an ACCOUNT.
Would you be able to help me with some example’s of code or workflow?
Thanks so much for your advice… I have managed to do it via calculated fields in the workflow