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Visual Builder missing salesorder fields
I am trying to create a workflow role on salesorders. When I select Type=transaction and Subtype=Sales Order, it seems that the selectable field list is not fully populated. Maybe it is including the subset of fields common to all transactions?
Bottom line, I want a rule that auto approves eCommerce orders. Our accounting team only wants this for ecommerce so we CAN NOT change the default status in Accouting Preferences->Oder management.
Workflow seemed like a good application for this
Criteria: source==web and status=='SalesOrd:A'
Action taken-> status='SalesOrd:B'
Am I missing something? Seems like something we should be able to do.
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