Automatically create and assign custom module record
Hi there, I want to create a function but struggling. I want to create a process so whenever a deal is marked Won a new custom module record is being created and associated with the related Deal. Also, would like to pull some data from the Deal module and paste it into the new custom module record. Any chances for help?
Deal API: Custom Module API:
Deal Sales_Questionares
Country Country
Intended_Use Intended_Use
Needs Needs - Deals
Deal Name within the custom module is the Lookup field that is related to Deals.
Deal Name API for both modules is Deal_Name.