Joahnna Given Uy-Oracle - Like this? I just added.

Here you go Joahnna Given Uy-Oracle! Happy to provide additional information as needed!

Update! Accounting agreed to allow non gl changes and the workflow works! I appreciate the guidance! Would still love better ways to capture results from dynamic fields if anyone would love to provide that insight!

I appreciate your response Miguel Ariza - Sol4IT! I have a Cash Sale Total and a Cash Refund Amount Total and a Difference dynamic field with a calculation to show the difference, indicating whether it was a full or partial refund. I need to account for all of the partial refunds in a saved search, which means I need to be…

Appreciate the info GauravAgrawal! Wondering if there's any other way to capture a dynamic field in a saved search for reporting purposes?

Update - Just found out that everything is locked - from accounting. However, I already added 2 new fields, now I'm just trying to capture the static field I already added. So, it let me add 2 new fields and just not update the third from a workflow.

This is done! One of our Developers was able to adjust one of the formulas I had found in NS support. Here's what ended up working: added the following code to validation tab in the custom transaction item: ABS({custbody14})-nvl({total},0) I appreciate being able to reach out here! Thank you!

I appreciate your response Joahnna Given Uy-Oracle! I actually figured out part of this last week and then was out Friday, so responding now! Just noting here in case others would like the info. I realized I needed to select the info I wanted to show from the field. I didn't need a workflow. Now, I just need one more…

Hey there Elychelle Gulen-Oracle! I appreciate the info! I went in and voted for the enhancement.

Nicole Mendoza-Oracle Ah! That's where it is! I appreciate the information!

Hey there @Nicole Mendoza-Oracle! Just checking if anyone was able to review? Thank you!

Thank you Joahnna Given Uy-Oracle! I'll test and see how it goes!

I appreciate the info Joahnna Given Uy-Oracle! I'm working on transactions though? Would the steps be the same for transactions and not customers?

Hey there Brian Stisser and others! What if the form doesn't have the "Store Form With Record" check box? What is happening is I'm making changes to the preferred form that aren't holding. Each new day I go in and all the changes I made previous day are gone. I've recreated my work 3-4 times now . Not sure what's going on.…

Thank you Brian Stisser! I'll test it out!

I appreciate the guidance Jack Daryl Espiel-Oracle! I'll play around and see what I can do!

Jack Daryl Espiel-Oracle - Yes, Entry is set and I do get emails when testing in sandbox. I think where I need clarification is: Workflow is based on a schedule - this is the only place I can see where I can designate the Saved Search Filter. If I switch off the schedule - the option of the Saved Search Filter goes away…

Jack Daryl Espiel-Oracle - Heya! I just tried this out and it's not working as needed in the sandbox. To clarify: I have a workflow to trigger an email scheduled monthly based on a saved search filter. I would like to have a way to trigger the email no scheduled, and still based on the saved search filter. Mass update let…

Wonderful Jack Daryl Espiel-Oracle! I'll check it out!

Hey there Jack Daryl Espiel-Oracle! I appreciate the walk through for the SuiteFlow (Workflow Manager) Reference: Scheduled Trigger. I wonder, is there a way to have a scheduled workflow that is triggered manually? I have a scheduled workflow to send an email based on a saved search. I've just been asked if the user could…

Excelsis Sia - Wonderful information! I'll check it out! I appreciate your response!

Wonderful Elychelle Gulen-Oracle! I'll check it out!

Hey there Patrick Fresnosa-Oracle! I appreciate the information!

Michelle Jabanes-Oracle - I appreciate the continued conversation! I looked at the added ref number after you suggested that. Come to find out, Vendors, with open payments, that have not been paid, will show on the bill payment once I click edit! I was in view only earlier and didn't see it, that's why it wasn't included…

Hey there @Michelle Jabanes-Oracle! Your code worked well! We did need to change a couple of the names to match the internal id and then it worked! There's one other item that is happening now though... Here is what the template looks like: --------------------------------------------------------- Dear…

Apologies for the delay! I've been out for the holiday. Will look at this and post outcome!

Lovely! I appreciate any info you are able to provide Michelle Jabanes-Oracle!

Hey there Michelle Jabanes-Oracle! I think I figured out how to check - we got started in the Electronic Bank Payment process, however, it's not finished or implemented, so there is no bundle. I'm just looking to have the line item show in an email template though.

I appreciate the response Michelle Jabanes-Oracle! I'm not sure how to check if we have Electronic Bank Payment installed? Looking for instructions there. Also, this is only for an email template to notify the vendor when a payment has been made, not the check template.

I appreciate your response Michelle Jabanes-Oracle! Here are additional details: Pulling data from the bill payment in the not for profit version of NS. Here is a copy of the email template thus far: Fields from the line I'd like to include in the table above: I appreciate any guidance you're able to provide!