Hi eveyone!
I have created a workflow in our Contacts module (which was renamed to 'Students') so we can create a file in the custom module 'Students Contracts', which is related to that student. However, seems like there's an easier way to convert this with a button, but I can't figure out how to do it.
I want to be able to click on the button to generate a new 'Student Contract', and when it does that, it copies just a few fields to the new contract file. At the same time, I want to assign that new created 'Student Contract' to the look up field 'Latest Contract' on that Student file. Is it possible to do so?
- Modules:
Source module: 'Student' (API name: Contacts)
Destination module: 'Students Contracts' (API name: Student_Contracts1)
Both modules are linked through the field 'Latest Contract' (Type: lookup, API name: Latest_Contract), on the 'Students' module.
-Fields to be linked:
(from ‘Students’ to ‘Students Contracts’)
1. [Current file] – ‘Student’ (lookup / API: Student)
2. ‘Student Owner’ (lookup / API: Owner) – ‘Student Contract Owner’ (lookup / API: Owner)
3. ‘New Contract Type’ (picklist / API: New_Contract_Type)
4. ‘Visa expire’ (date / API: Visa_Expire) – ‘Current Visa Expiry’ (date / API: Current_Visa_Expiry’)
5. ‘Visa expire’ (date / API: Visa_Expire) – ‘Current Visa Expiry’ (date / API: Current_Visa_Expiry’)
6. ‘Email’ (Email / API: Email) – ‘Email’ (Email / API: Email)
7. ‘Secondary Email’ (Email / API: Seconday_Email) – ‘Secondary Email’ (Email / API: Seconday_Email)
8. ‘Dependent MOFU’ (picklist / API: Family_Type) – ‘Dependent MOFU’ (picklist / API: Dependent_MOFU
9. ‘New Visa Type’ (picklist / API: New_Visa_Type) – ‘Visa Type’ (picklist / API: Visa_Type)
10. ‘Visa Type’ (picklist / API: Visa_Type) – ‘Current Visa’ (picklist / API: Previous_Visa)
11. ‘First Name’ (single line /API: First_Name) – ‘Student Given Name’ (single line / API: Student_Given_Name)
12. ‘Last Name’ (single line /API: Last_Name) – ‘Student Surname’ (single line / API: Student_Surname)