I am trying to use a workflow to "set field value"...
# administration
z
I am trying to use a workflow to "set field value" into a custom field on a transaction main line field. The field I am trying to pull into the custom field is the parent company from the customer for the transaction. Anyone done this before or know what the proper join would be? I have the set field value setup and have access to my custom list field but am unable to see the parent company field anywhere in the workflow.