Hi,
Is there any method for a workflow to find a record (through a lookup field)
Ex. i have field a, with the value "1000". Then i have a lookup field b to an entity a with ex. 500 records. Is is possible to make a workflow that will use the value from field a (1000). To find a match through lookup field b, to find a record with the value "1000" in entity a?
I have installed this package. But i do not know if it can support it. I do not wan't to create any custom workflows - besides the CRM standard options for creating workflows. Neither do i wan't to use JavaScript, since it should populate in the background.
http://www.gapconsulting.co.uk/our-solutions/free-tools/workflow-essentials
Thanks.