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Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.
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Is it possible to set a entity field value from a search via Workflow?
Basically we are looking to view the customer's 2 years revenue amount on a custom entity field on the customer record.
I've created a Customer search showing Invoice Amounts for Transaction dates within 2 years from today. And the results are being group by Customer and I've selected to sum up transaction total amounts. Works great.
But it there a way via workflow, or some other way, that I can get that customer's total amount from the search to be set on the customer record under the custom entity field?