Hi,<\/P>
\u00a0<\/P>
I have a question about copying a property from an original deal to its renewal deal.<\/P>
\u00a0<\/P>
In our company, when a deal is marked as Booked<\/EM>, a renewal deal is automatically created through a workflow. For example, if the original deal is named 12345<\/STRONG>, then once 12345 is booked and enrolled in the workflow, a renewal deal called Renewal \u2013 12345<\/STRONG> is created, and several properties are copied over from the original deal.<\/P> \u00a0<\/P> After a deal is booked, our team begins the product setup for the client, which usually takes 1\u20132 weeks. Once the setup is completed, they fill in a property on the original deal called \u201cSetup Complete Date.\u201d<\/STRONG><\/P> \u00a0<\/P> What we would like to achieve is the following: \u00a0<\/P> Could you please advise how we can accomplish this using a workflow?<\/P> Hi,\u00a0I have a question about copying a property from an original deal to its renewal deal.\u00a0In our company, when a deal is marked as Booked, a renewal deal is automatically created through a workflow. For example, if the original deal is named 12345, then once 12345 is booked and enrolled in the workflow, a renewal […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1911"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=1911"}],"version-history":[{"count":1,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1911\/revisions"}],"predecessor-version":[{"id":1912,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1911\/revisions\/1912"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=1911"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=1911"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=1911"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
When the \u201cSetup Complete Date\u201d is populated on the original deal, automatically copy that value into the renewal deal.<\/STRONG> This way, when viewing the renewal deal in the future, we can always see when the product was initially set up for the client.<\/P>
Thank you very much for your help!<\/P><\/p>\n","protected":false},"excerpt":{"rendered":"