Article
Using the account's primary addresss as a defaul address for the new contact of this account
16:33 Aug 06, 2018
Case
When a new contact is created for the account, the account’s primary address needs to be used for the new contact address by default.
Solution
Build a custom business-process. Use the below tips:
- You need to have 2 Starting signals - one for Contact being created and the other for modifying the Account (optional). Filter it by the [Account filled in], the Account must have at least 1 address
2. Read the Contact in order to get it's Id and Account:
3. Read the [Account address]
4. Add the address data to [Contact address]
The busines sprocess diagram should look as follows: