I would like to update/append to a memo field in an account record whenever the status of an associated opportunity is won. The problem is, that the update object action gives me the option to update the account memo field, but doesn't let me select another field, it just lets me put in text.

Is there a way to put something in this text field that MSCRM will pull out the field from the opportunity...say: {Opportunity.memofieldname}? or will it always assume what is being entered is just text?

Thank you in advance,
Rob

Rob,

Sounds like you are going beyond what the workflow actions are capable of doing.
You should be able to do something like this via a PostURL action or by writing
a PostCallout. Depends on you reqs and whether or not the wrokflow triggers are
enough to ensure it fires when needed.

Matt Parks
MVP - Microsoft CRM

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On Thu, 22 Jul 2004 14:14:03 -0700, rskringer
<rskringer@discussions.microsoft.com> wrote:

I would like to update/append to a memo field in an account record whenever the
status of an associated opportunity is won. The problem is, that the update
object action gives me the option to update the account memo field, but doesn't
let me select another field, it just lets me put in text.

Is there a way to put something in this text field that MSCRM will pull out the
field from the opportunity...say: {Opportunity.memofieldname}? or will it always
assume what is being entered is just text?

Thank you in advance,
Rob