Issue with transferring data from Deal to Project - multiple option field type
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.
Has someone figured out how to make this work?
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.