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Workflow to set field value on estimate record when clicking Sales Order button

edited Dec 2, 2019 3:38PM in SuiteCloud / Customization 2 comments

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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