Hi @Edwards_05, To shorten a string in Advanced PDF/HTML Templates, you can use keep_before_last built-in for Freemarker. For a sample code, you can use the following: ${record.customfield?keep_before_last(".")} customfield is the Field ID of the HTS Code. Let me know if you have some questions. 😊

Tip 1: Is your Workflow only working for the person who created it? Check the Release Status of the Workflow. If it's set to Testing, that could be why. To make it work for everyone, change the Release Status to Released. You can find more details in SuiteAnswers ID#11546.

Good day, As per my previous requests, kindly provide where is the State field located so that we can reproduce the setup on our Test Accounts, and perform the troubleshooting with the formula provided.

Hello @Toanne Termeer - van de Ven, As per testing, this is also not possible via Custom Field sourcing since we cannot source values from the Schedule Sublist. Let us know if you have some questions.

Hello @User_XD469, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this thread.

Good day, @Christopher. Just to confirm, the Workflow Action is executing correctly and the issue lies on the content of the email being sent? Is this correct? Let me know if I am missing something. Thank you!

Hello @User_D4XL9, If you are using Advanced PDF/HTML Template, you can reference the Parent field and source the data through there. Kindly check the Field ID of the Field, Parent and use it in the Advanced PDF/HTML Template. Here is a sample: ${record.custbody77.custrecord126} custbody77 - is the Field ID in the Sales…

Hello @User_E15G4, Kindly remove the values under the Sourcing & Filtering since we will source the value using the formula under the Validation & Defaulting.

Thank you for sharing the solution, @Bee Yook 😊

Hello @Toanne Termeer - van de Ven Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. In the meantime, you might be interested in participating in our Pop Quiz. You…

Hello @Bee Yook, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. In the meantime, you might be interested in participating in our Pop Quiz. You only have until June…

Hello @Toanne Termeer - van de Ven, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. In the meantime, you might be interested in participating in our Pop Quiz. You…

Hello @Christopher Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. In the meantime, you might be interested in participating in our Pop Quiz. You only have until…

Hello @User_E15G4, To source the Multiple Select Fields, I highly suggest to create a Text Area Custom Field in the Transaction record and separate the values from the Multiple Select Fields with a line break. Kindly follow the steps below: Navigate to Customization > Lists, Records & Fields > Transaction Body Fields > New…

Good day! Hope you are well. I would just like to follow up on this concern. Can you confirm if the provided solution on my previous comment worked on your end? By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other members of the community…

Good day! Hope you are well. I would just like to follow up on this concern. Can you confirm if the provided solution on my previous comment worked on your end? By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other members of the community…

Good day! I would just like to follow-up on this concern. Is the Tasks Sublist a Custom Sublist? If Yes, can we edit the Available Filter of its Saved Search to Project since the Task Sublist is displaying the Assigned To column (which is needed).

Hello @mark petzold, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. In the meantime, you might be interested in participating in our Pop Quiz. You only have until…

Thank you for sharing the solution here, @User_E15G4.

Good day, @Chandanesh. Kindly check the Item Group record and mark the checkbox, Display Components on Transactions. The Display Components on Transactions checkbox should be checked first before creating any transactions. For the SO created before the checkbox was toggled to True, you may need to remove and re-enter the…

Hello @OliverK, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this thread.

Good day, @PaulFleetwood. As per checking, creating Workflow for Inventory Worksheet is still an Enhancement filed under Enhancement#234306 -Workflow Manager > Unable to select sub type Inventory Worksheet. For your other concern, we will investigate this further and get back to you shortly.

Hello @PaulFleetwood, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this…

Hello @User_D4XL9, Good day! Just to confirm, we need to print a Sales Order Record that contains date from the Custom Record? Is this correct? Kindly let me know if I missed something. Thank you!

Hi @Preethi Kondur, In this section: kindly try the following code: <td align="right" colspan="4">${item.tranid}</td> Kindly let me know if it worked on your end.

Hello @User_NG5TG, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this thread.

Hello @User_E15G4, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this thread.

Hi @Paul Salkeld, Is the Tasks Sublist a Custom Sublist? If Yes, can we edit the Available Filter of its Saved Search to Project since the Task Sublist is displaying the Assigned To column (which is needed).

Hello @Brian Finlay, As per my previous requests, kindly provide where is the State field located so that we can reproduce the setup on our Test Accounts, and perform the troubleshooting with the formula provided.

Hello @Dext3r, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this thread.