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Expense Report field not available in Workflow
HI There
Is there a way to set the 'Corporate Card by default' field on an expense report using a workflow?
In the list of available fields in a 'set field value' action, I can't see that.
I was able to set the field value at a line level using a after field edit action (with the triggering field being 'expense category(line)'.
However, that seemed to only work when I was in the Administrator role.
For other roles, I can only set the line level 'corporate cards by default' using a sublist action group and before record submit action.
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