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workflow to update custom record field on schedule
Hello - I have created a custom record that is child to the sales order record.
Within the record there are fields for its parent sales order and an invoice.
I would like to have a workflow that runs daily to see if an invoice has been created for its Sales order and populates the Invoice field on the custom record with that invoice.
is there a formula for this in the set field value action? The option to choose the sales order applying transaction (invoice not fulfillment) does not seem to be available.
I imagine a formula like {salesorder.applyingtransaction} or something similar as long as it grabs the invoice and not the fulfillment.
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