I have one Object (Patient Orders) with two separate account connections. I would like to have a Task or Conditional Value to make the one account connection match the other. The first account connection is auto-populated and already there. The 2nd account connection is currently blank. I can’t figure out a way to accomplish this. Any ideas?
Where you state that the first is “auto populated” - how is this being achieved? Is it set when the record is created by a form submission or another method?
I should correct myself, depending on the form, it can be auto populated by a record rule. But the same form lives in a couple other places where the first connection is set with a multiple-choice field on the new form submission. It’s those other forms where I can’t figure out a way to copy that same user account to the other connection field
Just watched your video. For some reason it doesnt let me choose the other connection as an option on either.?? The other field is called Sales Rep Account.
Difficult to diagnose without seeing your setup. Happy to connect if you wanted some help.
I’ll send you a PM, thanks!