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Update Discount Item Applied by Promotion using Workflow

edited Jun 2, 2025 2:23PM in Ask A Guru 6 comments

I am testing the use of Promotions to apply Discount Items to transactions automatically.

We have a custom Transaction line level field to record the 'Cost Price' which is mandatory, and so I need to ensure this field is completed on the discount transaction line.

I cannot get a Workflow to update this field when the discount item is inserted via the Promotion process. I have tried triggers based on Field Change and Field Sourcing, and looking at Item, Description Rate and Amount fields on the line. I have set the context to 'all' (i.e. nothing selected in the list)

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