Hi all,

I have a field in the Accounts Module, Intacct ID. When an opportunity is created it is associated with an Account. I would like for the Intacct ID that's on the account page to flow through to the Opportunity form. I think a function triggered by workflow is the way to do this, but having trouble getting it to work.

Api Names

Account Module: Accounts

Intacct ID Field (within the account module): KimbleIntacct_IntacctId1_c1

Opportunity Module: Deals

Intacct ID Field (within the opp. module): KimbleIntacct_IntacctId1_c

So basically... Opportunity is created, workflow triggers, and grabs the Intacct ID field from the account and places it onto the opportunity.