We have a Sales form with our sales records. And we have a Tasks form with things we must do.
Tasks
-Description
-Date
-Sales (lookup filed linked to Sales form)
-Owner
-Status
After I add a record to Sales, I want to automatically add a new record to Tasks.
I am using the Workflow Schedules feature to try to accomplish this. Everything is working except I can't figure out how to populate the Tasks.Sales field value so that the new Tasks record is linked to the Sales record.
insert into Tasks
[
Added_User = zoho.loginuser
Description = "Order parts"
Date_field = today.addDay(10)
Sales = (WHAT DO I PUT HERE???)
Owner = "Johnny"
Status = "Open"
]
Again, I want the Sales field to be populated with the data to link the Tasks record to the Sales record that created the task.
Thank you.