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amits

Member Since 07 Sep 2013
Offline Last Active Oct 08 2013 10:56 AM
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Topics I've Started

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

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