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Workflow to Popup Message when a flagged item is entered on a sales order

edited Jun 2, 2025 2:40PM in Ask A Guru 5 comments

I am trying to write a workflow that will pop up a message to the sales team if an item flagged as B2C (on the item record) is entered on a B2B Order. I created a Transaction based workflow but the Custom Field on the item record is not available to set as part of the criteria. Does anyone know of a way to write this workflow?

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