Here are the screenshots:

This works for me: <p>Dear ${transaction.entity},</p> <p>Thank you for the order. </p> <table class="itemtable" style="border-collapse: collapse; width: 100%; height: 44.7812px;" border="1"> <colgroup> <col style="width: 33.3333%;" /> <col style="width: 33.3333%;" /> <col style="width: 33.3333%;" /> </colgroup> <tbody> <tr…

Can you send the source code?

Have you tried: ${item.description}

Hi @Angelica Mae Segador-Oracle , I have gone through every field and tab of the form. The Payment Method field is not on any of them. As there are numerous tabs and custom fields on the form, what is it that your are looking for specifically that will help you if you see it in a screenshot?

Hi @Jervin Nicholas Teopengco-Oracle Execute As Admin did not work. We are still running into issues where lines get unallocated by the system: I did not receive any notification. How do I see what scheduled workflow is causing this? I don't have any workflow history for 3:05pm:

I believe it has to do with the order in which you add the fields…I think you have to join the customer first (could be wrong it's been awhile). Here is how I setup a task that gets auto created when a quote is generated:

@Angela Bayliss - can you tell me what the process ended up being? We are considering turning the enforce credit holds feature on. We have customers who place orders with us on terms. We also have a web store. We want to allow the customer to place orders through our webstore (as the only way they can is if valid cc info…

Hi @Angelica Mae Segador-Oracle , The Select Enter Payment Method Subtab is not on my form. Thanks

Have you tried checking the Include View Record Link box?

LENGTH(REPLACE({custbody14}, '"', '')) - LENGTH(REPLACE(REPLACE({custbody14}, '"', ''), ',', '')) + 1

Not sure how many values you could have…this handles up to 10:

I think you have to convert it to a number first: TO_NUMBER({textfield}) 

I setup a nearly identical workflow and use the formula {line.item.class.id}

I figured it out. For anyone else who might want to know: var tranType= billPayment.getSublistValue({ sublistId: 'apply', fieldId: 'trantype', line: i });

As a possible workaround, you can send the report in an email to yourself and setup rules to auto-forward.

Maybe var parsedDate= format.parse({ value: "18/04/2024", type: format.Type.DATE }); parsedDate = parsedDate.slice(0,10);

Hi @Jervin Nicholas Teopengco-Oracle , I have enabled that and will see if that resolves the issue. thanks!

Ivy recently posted this: Not sure if this would meet your needs

Hi @Grace Catabian-Oracle and @Nicole Mendoza-Oracle , The workflow executed on the transaction, but not when there was a System update. Only when a user interacted with the transaction.

Hi @Jervin Nicholas Teopengco-Oracle Here are some screenshots:

From what I’ve found, you have to get the IF value back to the sales order since the invoice is created from that.

Hi @Jervin Nicholas Teopengco-Oracle , I have it triggering on after record submit. I do not have a condition for the workflow itself...I have the WF script deployments associated with Work Order and Sales Order. I have the work flow associated with Work Order and Sales Order. The wf runs the wfs after record submit. If…

I don't think so...we need to know as soon as the unallocation happens.

Ah - gotcha. I was looking at the formula you had in the 3/5 screenshots where you showed the criteria and results. Sorry!

I might double check that formula you have... If the recurring amount is Null then you want to put the value of the recurring amount? It just established it was empty, right? If it's not null, you're not putting a value here too...just END.

@Clamps123 - starting to get feedback from our users too

@Glan - the way you have it setup makes sense to me. You may want to include some filters for the Payment / Journal Status.

@Glan - did you scroll all the way to the bottom where the fields have ... after them: Once in t here you select the Name/ID: Using Customer (Main Line) fields will only bring in Customers and not Vendors. Can you send a screenshot of how your search is currently set up?

@Glan - have you tried this