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  • RE: Default RLI field based on parent Opportunity

    Vincent Amari
    Vincent Amari

    hi Dave Hodgman 
    Ah, in that case a BPM will do the trick.

    I've attached the BPM for you to import.
    I used the standard 'Next Step' text field instead of 'branch' so just change that to yours in both the 'Satrt' criteria and the 'Action…

    • 8 months ago
    • DevClub
    • Dev Answers & Best Practices