-
Workflow to Set Field Value Based on Another Field Value
Is it possible to make a field dynamic within a workflow if its values are sourced from a list? For example, if I have two sales rep fields on a transaction that records their percentage contribution whose values add up to 100% and are sourced from a list, how can I build a workflow such that the value of the secondary…
-
Can a workflow set a custom field value to null when it has a with a default selection?
We have a custom workflow for PO approvals. On the PO form I have built a custom field on to include the name of the employee approving the transaction. The name is pulled from the Employee record through a List/Record Type. The custom field includes the name of the employee under Validation & Defaulting>Default Selection.…
-
Populate Custom Field on Transactions Based on Custom Field on Customer
Hi There, I was wondering if I could get some direction on the best way to do this. I would like to populate a custom transaction body field with a custom entity field. We would like to track standard shipping instructions in a custom field on the customer and we want those instructions to populate a standard shipping…
-
How to use a workflow to update Journal Entry Lines?
Due to limitation of bill.com/Divvy, when the credit card transactions are synced to NetSuite, the info lives in the Class field. We have to manually update the name on the first line from Speedway (the vendor name) to Sigma Alpha (the class name, also customer name). Is there a workflow that we can create, and updates…
-
How to set field value Credit Hold field to Off on Customer Record using workflow
Hi! I am trying unsuccessfully to make a Customer WF, which action is to set field value Credit Hold (field) to static value, selection: Off. When I check the customer record, under system information, workflow history I see the state runs, but Credit Hold does not change from Auto for example to Off (as indicated on the…
-
Why is this Set Field Value Condition not evaluating correctly?
Good afternoon, I am working on a Transaction Set Field Value Workflow where the Condition appears to not be evaluating correctly and I have not been able to determine why. It is probably something simple that I am just overlooking since I have only created a few simple workflows in the past (thought this one would be…
-
How to add days to Quote Expected Close Date via Workflow that executes on a Client Trigger?
Hi, We have a workflow with set field value action that should push the quote expected close date out six month or 180 days. In the set field value parameters formula i tried the below formulas but they all return the date 1/31/2022. ?? Im not sure why the formula is returning a PAST date. Any idea why this is? ({today}) +…
-
What determines when a custom item checkbox field is available to a workflow set field value action?
Hi Everyone, I am creating a workflow that will clear a custom item check box, but the desired field is not available for selection in the workflow's set field value action parameters. In looking at the available fields, I see that 1 of 3 custom item check box fields is available, just not the one I want to use. I do not…
-
AE: Set Field Value on transaction from other record field
Hi guys, I would appreciate your input on the following issue. I need to get the value from a custom account field (other record field, list) and set it on a transaction line custom field. I have created a workflow to set the field value before record submit, but I’m getting an “Invalid custcol_netugr_mydata_e3_src…
-
How to make a text field specify the data for a list field?
Lets say we had a list field that used this list.... COLOR: INTERNAL ID red 1 green 20 blue 30 Then we wanted to do a mass update to populate that list selection for a number of records and our formula looked at a different text field and if text was like 'red%' then 1, and like 'green%' then 20, like 'blue%' then 30. I…