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Custom Record Type Field Not Populating on Form
Hello, We currently have a custom form linked to our Invoice. The custom form is called Modification Note form. Below is where the Modification Note lives on the Invoice. There are several custom fields that appear on the Modification Note form. Two of those fields are highlighted below. Here is the Modification Form…
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Customer Payment Workflow Issue: Account Field Not Updating on Customer Selection
I’m trying to automatically set a specific Account on the Customer Payment record when a customer is selected. I’ve deployed a workflow on the Customer Payment record to handle this. Currently, I have two actions in workflow state: Action 1: Runs on record load and correctly checks the Account radio button. Action 2: To…
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Workflow doesn't always set values in sales order form
Hi, We have a workflow that 97% of the time works perfectly, but sometimes, the WF enters the next state, while in the UI, the State field is still set to the previous state. Screenshots below: Our WF has 4 main states where the SO can land. Our issue is mostly when it moves from In Review to Pending Approval. In the…
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Approval Date by Custom field and Workflow
Hi All, I'm running suite approvals and with their workflows, I can't get the approval end date when that status changed to approve and to expose it to reports. I want to add a new date custom field that will populate the date that the PO has been approved. I'm planning to create this field population by workflow and I…
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Workflow "From Field" Desired Field Not In DropDown
I have created several Worfflows but am having an issue trying to autopopulate the field ITEM PROCESS GROUP when creating new part numbers. Below is the process I am following. Initial Workflow Screen: RECORD TYPE = Item, SUB TYPE = Serialized Assembly/Bill of Materials, Event Definition = ON CREATE and ON VIEW OR UPDATE…