Workflow Automation Instant Action
Hello All
I need help to resolve this.
I have created a few workflow
1. When Deal Stage is Submitted to Onboarding, it will create a record in my Onboarding Module
2. When Deal Stage is Live, It will copy $Deal.GOliveDate to $Onboarding.GoLiveDate
For the first workflow it work, however when i use the create action for the 2nd workflow it will create a duplicate.
I also try to use the update action however it doesn't update
I have create to create a custom function but it doesn't update.
Can someone tell me how should i go about this?