Hi All, We have a partner record that has a custom field “sales manager” We want to link that field to a sales order field with the same name. I wanted to create a workflow that does this and use a ‘partner’ saved search that shows me the partner name which would then be linked to customers who we would use as the customer for the sales order. One partner could have multiple customer ID’s. Example: John Doe = Partner Customer = Comfort Inn / Travel Lodge / etc. Is this doable? I don’t think partner searches can show up on workflows. Can this be done using a workflow?