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.
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1 Answer(s)

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.

Beginner Answered on May 12, 2022.
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