Hi all,
We have a customer with a new entity in CRM for Proposal submissions which has many other new entities associated as 1:N and displayed on sub grids (such as "Project Outcomes") .
Now, if the Proposal is accepted, we want the Proposal to automatically create a new Project based on Proposal status = Accepted and all data held in the Proposal to be then associated with the new Project.
From Proposal to Project is easy enough using a WF, but can anyone suggest how we could get the related linked entity records to move from the Proposal to the project?
Example: Project Outcomes to change the association from the Proposal to a new project when the status of the Proposal Status = Accepted.
I'm really not sure if this can be done or what could be the best approach.
thank you,
Josh