Need to populate a lookup from static field

Hi wonder if anyone can help.

i have a module called accounts in Zoho CRM, (api = Accounts)

each account has the account name (api name= Account_Name)

and an associated GE Account number field (api = GE_Account) this field is single line text.

i also have another module called Invoice Summary (api =- Invoice_Summary)

It has various fields one of which is a single line text field called GE Account (api=GE_Account)

and a single line text field call Account Name (api = Account_Name)

what i need to do is look up the GE Account field in the invoice summary, and match it to the GE Account field in the Account module ,, then pull the Account Name and insert it into the Account Name field in the Invoice Summary Module.

i will trigger this from a workflow in the Invoice Summary module based on the created time.

can any one help me with the correct Function please>

thanks Kevin

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Topic Participants
Kevin Kinsella
Ishwarya SG

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