Before you go through this guide, we recommend you read these first:
- Create a new Auto Action and setup your trigger.
- Choose the entity type and the field for the trigger.
- Setup your trigger criteria. Click Save.
- Select Group Prefill. This Action will enter a group of sub 1:Many records to the Main Entity.
- Select the group to be entered.
- Click Save.
- Edit Prefill Groups using the edit link to the right of the list.