• Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 344
  • Last Modified:

Transferring records between two custom entities.

In our CRM system we have two custom entities, both with the exact same forms/record types, just one tracks customer information for pre-RFP records and the other for post-RFP records. Is there any way to transfer records between the two entities?
1 Solution
are you looking to create the post RFP record from the Pre-RFP record when the status changes?  Why not use the same record with a field for the status of the RFP?

You could probably create a workflow that creates the POST on some field on the PRE.

Is there any existing relationship between the two already?
rdracer58Author Commented:
Yes, we are looking to create records in the post-RFP entity from records in the pre-RFP entity. The end-users wanted to have two separate entities to track their records, hence the current situation.

No, there is not any existing relationship between the two already. Is there some way, via creating (a) relaionship(s) between the two entitites and/or a workflow to transfer records between the two?

Featured Post

Prepare for your VMware VCP6-DCV exam.

Josh Coen and Jason Langer have prepared the latest edition of VCP study guide. Both authors have been working in the IT field for more than a decade, and both hold VMware certifications. This 163-page guide covers all 10 of the exam blueprint sections.

Tackle projects and never again get stuck behind a technical roadblock.
Join Now