Hey everybody,

I have the following problem. In order to represent our business process better, we want to link 10 custom fields in the entity Sales Orders with the amount of products ordered, which is entered in the section product details. What would the custom function, that connects those amounts with each of the 10 custom fields, look like?

In the next step, we would like to assign certain regional products to accounts depending on their location. This should work automatically( ideally in a workflow ). Is it possible to enter the order amounts in each of the 10 custom fields and then tell Zoho CRM to assign the regional product within the product details?

Kind regards,

Holger