I've struggled to remember where in the admin the top menu bar editor is, and so I've written this post so I can refer to it instead of searching and searching for it. It's actually quite simple (IF) you know where to find it. Admin --> Under Read More
Populate Task Data Fields From A Related Module Using SuiteCRM Workflow and Calculate Fields
Workflow doesn't make it exactly easy to populate fields in one module from another in certain situations. By using the "Action" of Calculate Fields, one can "pull" field information to use that isn't available in "Modify Read More