Hello,
when a custom field in the ticket is updated to a certain value, we need to retrieve the value of a field in the Customer to which the contact belongs to, and set a field of the ticket with that value.
We think this can be done with a workflow & a custom function.
We would need help with the custom function since we have very very few (almost none) experience with this.
The details are as follows:
1.- The workflow is triggered when the field "Create Return" in the ticket is updated to "Yes".
2.- The Contact to which the ticket belongs to is consulted for the Customer of the Contact.
3.- The field "ERP account No" in the Customer is retrieved and updates the field "ERP account No" in the ticket.
Can this be done with a Custom Function? If so, how should that Custom Function look like?
Thanks in advance.