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How to copy records with Workflow/BPM ?

Question asked by Lars Aagesen on Aug 12, 2019

Hi

 

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.

 

Note:
I know this is possible by code but I need this to be done by workflow configuration and not code.

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