How to use a Workflow to create a record and populate it with data from a related module?


I have a meeting that’s related to a Lead, and the ‘status’ of that meeting is set to ‘planned’.

I would like to create an ‘Opportunity’ record when the meeting status changes to ‘Held’, and also populate the Opportunity with data from the Lead that the meeting relates to.

Is this possible?

In the workflow ‘Actions’ section there doesn’t appear to be a way of collecting data from a related module? And yet i can set the conditions to be based on a related module.


sorry, just seen this post.

same issue