Have you ever had that requirement where you know you can solve most of it with a workflow but the information you are after is one relationship too far away? For example:
I have a custom entity called Event Registration that is related to Contact but the discount information is placed on Account.
This article will explain how you can use an action as a placeholder for that information that…
Continue Reading Sara Lagerquist’s Article on their blog
Get Fields From Related Records Using Actions
Have you ever had that requirement where you know you can solve most of it with a workflow but the information you are after is one relationship too far away? For example:I have a custom entity called Event Registration that is related to Contact but the discount information is placed on Account.
Blog Syndicated with Sara Lagerquist’s Permission
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