✅ Create/Update Opportunity Value with Estimate or Document Total Amount
I
Iver Aune
We used to add "{{document.totalAmount}}{{estimate.total_amount}}" in the Opportunity Value for the Create/Update Opportunity action, but this is not supported for the new separate Create and Update actions.
When the Workflow Trigger is Document or Estimate, we should have a native feature for adding the Total Amount as Opportunity Value for both the Create and Update actions.
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I
Iver Aune
Would it make sense to do the same with invoice btw?
A
Ashley DePiano
This is total garbage, you can't update this value to any field now.
I
Iver Aune
Ashley DePiano Pallavi Kothari