Create Records with Foreign keys in workflows
Hi, one more question. Is it possible to create a record with a foreign key in workflows. Say i want to create a Opportunity record when a person is added to a specific stage, can i create a record with that person as foreign key?
2 Replies
Not yet either. Create record action does not manage relation fields. For now I see two options:
- either you do not use the person foreign key but maybe the person name that you store on the opportunity. Easy but less efficient since you are not creating a relation between both entities
- still possible to use a code step and creating the relation through api
Awesome, thanks for the response, will use option 2