Populate product version field based on account of customer
We have a
product version additional single-line field on a request that is manually selected when a support rep creates a request. We also have a
live version field on accounts.
Is there any way to auto-populate the
product version field on a request based on the
live version field of the account when the contact for the case is selected?
i.e. when the support rep sets the contact for a case, the
product version field of the request is populated with the
live version field of the contact's account.
I had a look at the Field and Form Rules but you can't choose an action based on the
Name field changing.
Thanks,
Chris