Same field in quote and opportunity

[pmuni]

Hi experts

Anyone know how to have the same info of one personalized field in an oppportunity and a sales quote in realtime?

I created the same field in both but can´t transport the info using a workflow rule

Many thanks in advance, Pablo

[clovismuller · Accepted solution]

Hello Pablo!

Edit the Custom field on the Extension Scenarios tab. Validate if the Expansion Scenarios are available.

Another way is via development.

Hope this helps.

[pmuni · Accepted solution]

Yes, the scenarios are available

How i should proceed?

Many thanks