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Enter Group Prefill

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Sara Shepherd
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  1. Create a new Auto Action and setup your trigger. 
  2. Choose the entity type and the field for the trigger.
  3. Setup your trigger criteria. Click Save.
  4. Select Group Prefill. This Action will enter a group of sub 1:Many records to the Main Entity.

    aa_action_type_2.png

  5. Select the group to be entered.
  6. Click Save.
  7. Edit Prefill Groups using the edit link to the right of the list.

    aa_edit_group.png

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