Topic by Allen Torres
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I started a workflow that begins with a task that contains a contact object with the idea that when the task is saved with a specific status it would then create an incident. When I try to create the incident and set the contact field to "Initial Contact" it fails. How do I transfer the contact record from the task to the incident?
I have also tried this starting with an incident to opportunity. The incident contains a contact object but I cannot transfer the contact to the new opportunity contact field.
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