Is it Possible to Set Relationships With Existing Records Using Process Definitions?

I recently set up a custom module in order to track multiple addresses for our Accounts, and I'm looking for a way to associate Opportunities with Accounts through this custom module. There is a Many to One relationship between the Addresses and Accounts modules, a Many to One relationship between the Opportunities and Addresses modules, and the standard Many to One relationship between the Opportunities and Accounts modules.

I would like to set up a process so that when a user associates an Opportunity record with an Address record, it also sets the Opportunity's relationship with the Account record that the linked Address record is tied to. Is there a way to do this using Process Definitions, or has anyone done something similar to this before using a different method? I'm happy to expand more on what I'm trying to do if it's at all unclear. I appreciate any insight!

Parents Reply Children
No Data