In my Invoice entity I have two specific fields, one referring to an Order (Sales Order entity) and the other referring to a Customer (Account entity).
I have created an on-demand workflow that is supposed to pull data from the corresponding Order and Customer and update the Invoice - however, it is not working at all.
I only have two steps in my current workflow.
- Update "Invoice".
- Within this step, I am referencing fields in my Order and Customer entities that I want to bring over into my Invoice.
- Stop Workflow
Any suggestions on how to set up the relationships and/or the workflow so that I can do this?