Workflow Autofill Using Flex Relate

Hi everyone,

I want to create a workflow on a custom module I’ve created. If it is possible I want to have a flex field where a user can select Contact or Lead and lookup a person. Based on what type of relate and the name filled in, it should pull the primary address information from that person and fill it into the custom module fields on save. I have tried doing this via Workflow but I don’t think I have it set up correctly. If someone could tell me how to have workflow auto fill information on save. I have been unable to achieve this.

Check this thread. It might give you an idea on how to solve your issue: