Hello,
I am trying to run a dynamic workflow by comparing 2 fields (text fields) on two seperate entities. Can anyone instruct me on how to do this, I am new to CRM 2011 and getting slightly confused with the below scenario:
I have 2 entities, E1 and E2. On E1 I have a text field called F1 and on E2 I have a text field called F2. I am trying to create a workflow where I start with a check condition, that E1 - F1 = E2(F2) - then once this has completed a task gets created (testing environment). I suspect I need to create a relationship on E1 to E2, but not entirely sure.
Can anyone assist.
Many Thanks
Paul