RE: Load Customer Primary Contact
How to load the customer primary contact to the Task Contact field through workflow?
Rookie Asked on September 23, 2021 in SuiteFlow.
I’m pretty sure it should do this without a workflow.
But if it is not, can you create a task workflow that runs on create, before record load, only on create.
Then a set field value action that runs on before record load, on create.
Choose the contact field to update, update it from the company -> contact field.
I think that should work.