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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Workflow to set field value on estimate record when clicking Sales Order button
Does anyone know the steps to create a workflow that would change an estimate's custom field value IF a sales order button is clicked on that estimate record? We have a long list of custom statuses that are available on Estimates/SalesOrders/PurchaseOrders. I am hoping to avoid going backwards to the origin record to keep updating throughout the order life cycle.
Example:
Estimate Record:
Custom Field Dropdown Value - "To Be Turned into a Sales Order"
Sales Order Button is Clicked
New Sales Order record is Saved
Original Created From Estimate Record:
Custom Field Dropdown Value - "Now a Sales Order"
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