Copying Field Data from Idea Table record to Field on Demand table record

[terrieb]

I searched through this site to find a solution and I thought I had one, but it's not working - so can someone please check and see what is wrong?

Request was to have the data from created fields on the Idea table/record to move to custom fields on the Demand table/record, once the Idea record goes to the "State is Accepted"

Created the BR on the Idea table with just one set of fields for now to test.

(see attachment)

Actions being done now is the Demand Manager is copying/pasting the info from the Idea record field(s) to the Demand record field(s) once the Demand is auto created once it's accepted.  He is hoping we can automate this function.

Thank you!

[woodyfairley · Accepted solution]

I recommend the following:

for testing purposes, check the box for "Update" in the BR. The current configuration requires the new idea record to be created (inserted) with the state field value set to Accepted, but usually the state is changed from draft to submitted then to accepted. Hope this helps.

[terrieb]

Yes that worked!  I just knew it was something simple.

Thank you very much...