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• And more!
Check out this thread to learn more!
Workflow on Quote/Estimate - 'Entity Status' not an option for Set Field Value action.
I'm trying to workflow some preset data when a quote is created via the webstore and one thing I need to do is set the Status or Entity Status field of the quote. But, when I look through the list of fields to select from in the Set Field Value action, I can't find this field or anything relating to it.
Any ideas?
The field I want to automate:
As it appears in customization of the form:
Fields I have looked for in the list:
Status, Entity Status, Customer Status, Estimate Status, Quote Statust, Transaction Status
0