Workflow Automation > Issue with transferring data from Deal to Project - multiple option field type

KimV Member Posts: 10
Photogenic First Comment

I've created a workflow to create a new Project based on a specific template when a sales Deal is closed Won. I've also created some custom fields in Deals and matching custom fields in Projects (field name / field type / options).

When the workflow triggers, the Project is created, but only some of the custom data field values transfer to the Project from the Deal.

I recognize that the custom field in Deals is not technically the SAME as the custom field in Projects, but I should be able to transfer that data across, regardless of field type. If there's a matching value in the target field, it should transfer.

If someone has figured out how to make this work, please let me now. But, after speaking with support, I think it's a bug that needs to be addressed. I can't have my people wasting time re-entering data that has already been entered.

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  • KimV
    KimV Member Posts: 10
    Photogenic First Comment
    edited January 2023 #2

    I apologize if I put this in the wrong place. I see know it should have gone into the Workflow Automation category. Please delete it.