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First Workflow attempt

edited Dec 13, 2019 11:41PM in General 3 comments

Overview: Orders arrive via WebServices and are validated via script to be upsell candidates and are subsequently placed "on-hold" using a custom field.  Orders are automatically released from their hold status based on a scheduled script (date driven release). 

I would also like to add the ability to manually release orders from their hold status.

I've created a custom record with a single field (link to sales order).

I'd like to have the user use the custom record form, select an order to release, and click save, which would trigger a workflow to automatically set the custom field on the sales order to "released" as well as set a checkbox field on the sales order.

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