Hello Team, question for you guys. I have created a workflow that creates projects from the opportunity and it is working fine, however, i have created custom fields that are both in opp and projects and when I add them to the workflow and create an opportunity, they do not update those fields, any suggestions? The fields are the same type in both opp and projects.

Have you enabled the workflow logs and reviewed them to see if you've encountered an error?

@MGBC I have looked at the logs and it does not mention those new 4 fields at all.

Did you check the "Show Rejected/Ignored Actions box"?

yes

That is weird

yes i have a project link field that is linking the project. I also have an Opp field in the project linking the opportunity. Also, just cleared the cache and tried again with no luck

It sounds like you made the same field apply to both the Project and Opp record. One thing you could do is make a different field on the Project record that means the same thing, and source it from the opportunity. Then it does not need to be in the workflow at all.

thanks, i will try that now!

I don't think you can have 1 field apply to both Opp and Project, one is an Entity field and one is a transation body field

The only thing is you may need to add a opportunity refrence field on the Project record that would need to be filled by the workflow, I don't believe it is native. You can make the field hidden, but the sourcing and validation needs to have a reference. You can make the field hidden, but have the workflow still fill out the field,

yeah i tried to source it natively and it did not populate the fields to source. I will give this a go and let you know the results

I've had trouble with workflows and opportunites recently as well

Yeah like I said, probably have to make a opportunity field on Project and have worfklow populate it. Opportunities and Projects are not natively connected.

i have a field that already sources the opportunity. it let me chose the field so testing now

👍

No problem!