Create a record/row on subform from existing fields on crm record
Hi there!
Not sure if this is possible, but this would make a huge difference in our system.
I want to create a row in a subform (with four fields) from existing four other fields in the main record for my module 'Migration'. The fields are the same type. It would be just a way to keep a history of these fields with time.
The main fields API names are:
- Consultation (DateTime)
- Owner (Lookup)
- Fee1 (Currency)
- Type1 (Pick List)
- Notes1 (Single line)
I want to create a workflow through an action to transfer these field to a subform row.
The subform API name is Clients_Consultations and these correspondent fields are (same order):
- Consultation_Date (DateTime)
- Agent (UserLookup)
- Fee (Currency)
- Type (Pick List)
- Notes (Single line)
Is this possible?
Your assistance on this matter will really be appreciated! Thanks in advance!
Cheers,
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