My Stuff
Comments
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Thanks Michoel,that seems to do the trick.
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Hi Kirk, Thanks. I ended up having my developer call the workflow as you suggested. All documentation I found says it should work without doing that, so I'm still curious as to what's happening, but this will work for me here. Thanks.
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Thanks Kirk, I was doing some additional testing and I noticed if I unchecked "Store Value" the workflow actually worked, it browsed back to my RA and populated the "Replacement SO" field, of course it lost the value once I clicked save as it wasn't set to store. Any insights as to why that would work, but the other way…
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Thanks guys. I'm actually trying to do this at the main line though. No line level involved. On the SO I have an RA specified in a custom list/transaction field in the header. Upon save I want to go to that RA and stamp the SO in a transparent body field in the RA.
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Thanks that works. I thought the Go To Record was only for existing records. thanks for clarifying.
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Thanks Mark. That's what I thought was the case. I was wondering if I could use a go to record and launch another script or something more complicated like that. Thanks for the input.
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Thanks for the information. [LIST] [*]Both the workflow itself & the action are set to "After Record Submit". [*]The custom record has a Free Form Text field that I'm trying to populate with the transaction #. (I've tried to do this with a List/Transaction field as well, but prefer to use the text field). [*]To set the…
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Thanks Evan. I have. It seems even After Submit, still fires before there is a # assigned.
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Hi Dmatyas, Thanks the {id} field correctly populates my workflow field I've created. The Go To Record action is still not working though. The workflow field is stored with the current transaction # Go to Record Action: After Record Submit (I'm assuming cancel button causes a submit) Event Type = Cancel Record Type = Sales…
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Thanks. I'm seeing the information there. I'm stuck trying to figure out how to structure the report, and it may be that I'm not understanding completely how that calculation is done. What I want to do is produce a report/search that will help me set my pricing by seeing a what we call a "weighted cost". For us a "weighted…