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Does this Workflow causing some mandatory fields to be unset?

edited Apr 13, 2023 6:09PM in Ask A Guru 5 comments


We have a workflow that is set to populate fields from the Job record to the invoice form. The workflow runs with trigger = on entry. If this workflow is applied to a form with data already populated in those fields, does it unset (remove) existing data especially if the invoice is not related to any Job (Invoice is either created from Sales Order or standalone and not related to a Job record)? Trying to get to the root of some mandatory fields being unset. The timestamp coincides with when the workflow runs and the log shows the workflow setting

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