I am trying to update a custom AccountType field on the Opportunity entity to equal the AccountType on the Account entity, in these 2 scenarios: 1) whenever the related Account is changed on the Opportunity record AND 2) whenever the Account Type is changed on the related Account record.
Both AccountType fields (on Account and Opportunity) are Global Option Sets.
However, the business process workflow does not allow me to set the AccountType field in the Opportunity since it's an option set. So I added a new field of Text type and the workflow now works.
However, my business rule on the Opportunity entity (to hide/display fields according to the AccountType) now has to include hard-coded strings for each value in this next Text field because it's a text field, not an option set.
The consequence of this is that every time we add or edit a value in the global option set, we will need to update the business rule accordingly.
Questions:
1) Is there a way to update an option set field in a workflow? I found this article from May 2017 saying this is a system bug, although one of the comments mentions it was fixed.
https://community.dynamics.com/crm/f/117/t/235679
2) Would it be better to use a 1:N relationship mapping on the Account to map this field from Account to Opportunity? Or is the workflow/business rule method that I've done above the best method?
Thanks in advance.
