Create note on account when opportunity is closed: workflow

💬 General Discussion
1

I am able to create the note easily enough but I want to have a link back to the opportunity. If you manually create a note on an account you can select the relate to opportunity but this doesn’t show up when creating a workflow.

What am I missing?

2

You need to click ‘Add Relationship’ and add a relationship from the note to the desired record.

Thanks,

Will.