there's the basic approach, YMMV etc

@al3xicon You rock man! Makes me wish I knew javascript, but I may know enough to make this work for me. Thanks! 😊

no prob - can give you some advice to tweak it if you need

I’ll see what I can do, but if I hit a wall I’ll definitely reach out

Question: Doing a credit card upload. Do I have to create the vendor before the upload if its a new vendor? Or is there a way to create the vendor during the upload?

in a Create Record Workflow action I need to set a field to a formula that is today + 1 year. Historically we’ve been using {today} + 365 but this is failing due to the leap year. Is there a way to add a year?

try 365.25?

works in coding challenges

…..

totally didn’t work

How about 362.50?

thanks guys super helpful

🙄

@jen ADD_MONTHS({today}, 12)

That should work

worked thank you @iSuite

not sure why I didn’t think of that. Brain is done for the day.

Hi Everyone...I am trying to set the Grab time of a case using workflow. How can I set this? I have a custom date/time field on a case record which I want to set when the case get grabbed. Please advice. Thank you

Grab time?

Like when someone sets themself as a field on the record?

Hi All, Has anyone come across an issue where the same workflow is deployed on a particular record twice?

Short answer yes

Have you bundled things over from a sandbox account? Maybe twice?

Hi All, I am facing an issue with Customer terms in workflow. It is returning null whereas customer has Terms. Any help?

I also created a workflow field to set it as the Customer terms but it has "null"

Any advice/help is appreciated.

Hi all, I am new with workflows. Trying to create a custom workflow for vendor bill approvals. We use a lot of freight services and the out of the box 3-way approval doesn't work in this situation. I have been able to create and invoke a workflow action script to return the next approver from a custom record. I created a field to store the returned value from the action script, but nothing shows up in 'Store value in' dropdown. Any clues what I might be missing?

I'm using a workflow on SO's that triggers "after field sourcing" to set the Department field by sourcing a custom field on the Customer record. It works great 99% of the time. When the user starts a new Sales Order from the navigation menu or shortcut, there's no issue. It fails if the user starts on the Customer record and uses the + Create New dropdown to start a Sales Order. That makes sense since the Customer field is already populated and there's no field sourcing occurring. Anyone have thoughts on how to trigger the workflow so it runs regardless of how the SO is initiated?

Hi All, I am facing an issue with Customer terms in workflow. It is returning null whereas customer has Terms. Any help?

Are you trying to pull terms into an order?