Auto Update Milestone Commercials
When a project is created I need to update a field called "Invoice Due" in a Milestone called "Delivery" with the "Fixed Price" value. It only needs to happen once as the amount may change when the project is built.
I've created a WF at the milestone level as follows:
- Only When a Record is Created
- Run only when the following conditions are met: $Name="Delivery"
- Update Field:$C_InvoiceAmount = $FixedPrice
All of our projects are created by template, which I assume means the Milestone isn't actually created?
Thanks for any help
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