AnsweredAssumed Answered

Creating multiple new records in multiple tables...at once.  Please help.

Question asked by c0nsilience on Oct 18, 2017
Latest reply on Oct 19, 2017 by c0nsilience

Hi All,

 

Please see the attached file for example tables and scripting.

 

What I am trying to accomplish is to take a Customer record and create a new Lead record from it.  No biggie, as I've got the Set Variable scripting down to do that via the Customer | Detail layout.

 

Here's where the rub comes in...

 

That Customer record can have several related CustomerAddress records, which I would like to grab the info and create new LeadAddress records the same time I create a new Lead Record from the Customer Record.

 

Is this possible?

 

I probably haven't done the best job of explaining, so kindly see the attached example file and the scripting that I have in it.

 

Any/all help will be greatly appreciated as I haven't quite got this down (if it's possible)!  Thanks!

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