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Workflow to create Opportunity on Account Creation doesnt link Opportunity with Account

Workflow Opportunity Account 2.2.3

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#1 amits

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Posted 07 October 2013 - 06:51 AM

Team,
 
I want to create an opportunity as soon as we create a new Account. I have created an "On-Save" workflow on Account in such a way that a new Opportunity would be created on Account Save only for New Records. The opportunity is getting created under the Account. However when I see the opportunity, it doesn't link back to the Account.
 
We are using Zurmo 2.2.3. I tried the same feature on demo server (version 2.2.5) and it doesn't work there as well.
 
Looks like a bug to me, any clues?
 
The workflow is saved on the demo server with the name "CreateOpperunityOnAccountCreation". 
 
Here are the screenshots - https://docs.google....dit?usp=sharing
 
Thanks in advance for looking into it.
 
Regards,
Amit



#2 raysto

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Posted 07 October 2013 - 07:42 PM

Thank you for point this out. You can track the issue here.


Ray Stoeckicht
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#3 amits

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Posted 08 October 2013 - 06:10 AM

Thanks Ray for a prompt response. Looking forward to see this getting fixed soon.

 

Regards,

Amit



#4 Jason

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Posted 19 December 2013 - 06:29 PM

This is fixed for 2.5.8


Jason Green
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Also tagged with one or more of these keywords: Workflow, Opportunity, Account, 2.2.3

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