Is it possible to use Workflow Management or BPM in Sugar 9.0.1 (Build 176) Enterprise to copy a record with a few adjustments on the new record compared to the record it will be copied from ?
What I need:
On all NEW opportunities, I need a workflow to loop through all related Revenue Line Items.
If certin criteria is met, I need the workflow to copy that specific RLI and change a few values in the new record.
I know this is possible by code but I need this to be done by workflow configuration and not code.