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NSC | Source a Checkbox Value from Invoice to Sales Order
There are instances where users wanted to source a value from a Checkbox of an Invoice record to its related Sales Order record. Since we cannot select Invoice under the Sourcing & Filtering subtab of a Custom Field checkbox, we can have a workaround that uses a Saved Search and Workflow. To do this, we need to create a Saved Search first.
- Navigate to Reports > Saved Searches > All Saved Searches > New
- Search Title: Enter Title
- Click Transaction
- Click Criteria
- Click Standard
- Set up the fields below:
After saving the Saved Search, we can now create the Workflow. Kindly follow the steps below:
@Kristoffer Viray-Oracle | Ask A Guru | Let us know what contents you like to see in the Community. You can vote here.
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