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Custom field in Show Message / alert?

edited Dec 2, 2019 3:39PM in SuiteCloud / Customization 4 comments

I'm trying to get into a habbit of using workflows when I can as they are quick to create and modify.  I have a simple workflow which creates an alert of sales record creation IF the customers balance is less than 0.  This works fine, however I'd like to actually put that value (customer balance) in the alert message. 

A couple of questions regarding this:
How would I create a custom workflow field that pulled a value from another record?  I tried creating a custom state field but not sure how I would do this.  If I go to type of list / record and select customer, I can't figure out how to set the field value to balance.

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