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Customer search works, customer workflow doesn't have the same fields exposed ?
I have a custom field on the customer record, which I need to populate with a concatenation of the Customer Name + the NetSuite Customer ID. I need the ID behind the name, so I can't use the "entityid"
I have a customer saved search with a formula(text) like this: CONCAT(CONCAT({altname}, ' '), {entityid})
that gives me exactly what I want.
So now I am trying to create a workflow which will run each night, and for any customers where that custom field is blank, it will do the formula and fill in the custom field.
However, when I created the workflow and add a state to set the field value, I'm in the formula box and it doesn't like the "altname" field. If I use "name" that gives me the ID+Name with the ID in the front (I need it behind the name, which is why I'm doing this custom field - so that I can sort alphabetically by name)