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Replacing Account Lines During Bill Creation

edited Jun 2, 2025 2:50PM in Ask A Guru 3 comments

Hi,

I'm trying to create a workflow where our requirement is that when certain accounts are selected in the account line during bill creation by any employee, they need to be replaced with another account, while keeping all other information, such as the amount, the same.

When I checked the workflow, I noticed that the 'Create Line' action only works on the item line, not on the account line. Any idea why that is?

Also, how can I remove or replace an already selected account at the line level? Is this possible using a workflow, or will I need to consider a scripting solution?

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