also - if you have the custom record selected as a field joined to the SO - why bother capturing it on the SO instead of only on the custom record?

and just joining it in via search

^ sounds like something that shouldnt be stored in 2 places, then you gotta worry when anyone touches either one of em

unless it's being used as an "origional promise date" or something like that where they need to know what it was when the SO was created

so the date on the custom record is a deadline date. if there is a deadline date for that "project" and that project is the one referenced in that sales order the deadline date field on the sales order is supposed to populate with this field. if there is not date i need the option of letting the user put in their own date on the sales order. Hence why i do not souce the SO field when the field was created.

found the problem. i had the field in the SO set to Store.

I have a WF which sets a couple of fields on a Journal header, works as expected on New Create & Edit. If the users uses Copy from another JE to create a new JE, then the workflow is not executing to update the fields. Fair enough I guess, so I moved the update fields to beforeSubmit & afterSubmit neither of which work. Once the copied journal has been created and I look at the Workflow history, the workflow was not executed at all on copy create. Is there a WF setting I'm missing to allow execution on Copy? (My workaround will be to have a scheduled update to pickup anything missed on the Copy.)

struggling to get a WF triggered. We have cases created (pushed into by Celigo) and a script triggers to create a prospect record since the company field is required on a case record. Tried all trigger points but haven't got the WF triggered- anyone, see why this might be?

has anyone come up with an elegant way of doing order revisions? (cannot go back to pending approval as that unlinks payments, etc.)

Hi All, is it possible to have expense report approve/reject button on mobile app ?

Can we have approve/reject button on expenses from mobile app ?

We have a number of "problem" Sales Orders marked by a custom field. How can I trigger a workflow when any of them are bulk fulfilled? The WF I have written is after-submit and it works, but only if you manually edit the record -- but bulk fulfills or click the fulfill button on the SO, then creating an IF and saving it doesn't. Is there a way around that in a workflow?

Question for the gurus: I'm trying to transition within an approval workflow to a separate state, if the vendor bill is a duplicate (same document number as another vendor bill for the same vendor). I set up a saved search and put it as the condition of the first transition out of the state on after submit, however it is being evaluated to false and I can't figure out why.

If I have a transaction search with the customer column grouped, and I want to send an email to each of those customers. Would that send 1 email to each customer, or 1 per transaction line within the "group" of each customer?

For instance, my transaction search is to find all customers that purchased a sub item of X. So I used the Group summary type on "Name". But some customers purchased the sub item of X one time, and some purchased it 50 times. I only want to send the email to them once. But I'm not 100% sure how many emails they'd get

When running a scheduled workflow using a saved search (for example a SO with a CC hold), is this the best way to execute actions? TRIGGER ON=entry EVENT TYPE=view CONTEXT=workflow Trigger and Context seem to be intuitive, but I'm struggling on the event type. Should all the actions in a scheduled workflow also be scheduled?

@Charles Boyer You should trigger on Scheduled, usually. Event type and Context can be left open.

@Catherine Fray - so each action should be set to scheduled?

@Charles Boyer Yes.

@Catherine Fray - thanks, that was the ticket and my workflow is running now. It really wasn't that clear in SA documentation and despite several years of NS experience that was my first foray into a scheduled workflow.

I have never had to use scheduled - always used Entry.

@KevinJ of Kansas Entry often works, but when it doesn't it just doesn't. Whereas Scheduled works the whole time. I used to use Entry for all my scheduled workflows until I had one that just wouldn't fire actions no matter what. As a result I switched.

I have a workflow that creates a button on a custom record and when the user presses the button an email is sent to the employee mentioned on that record. Is there a way to have an alert appear after the button is pressed? Sort of like a confirmation that your message was sent.

Do sublist workflows not function with kit/group items? I receive the result 'You cannot edit the end of group line. You must delete the group.' I assume this is due to the workflow trying to loop through the lines and trying to edit the End of Group line. Anyone have a work around/know if this is possible?

I need to run an 'on field change' action on a workflow on a custom record type. It will run a calculation that uses the current exchange rate between two currencies. Is there a way to get this exchange rate in a formula on a Set Field Value action, or do I need to do a custom script to retrieve the exchange rate first?

basically what I'm asking is "is the current exchange rate between two currencies accessible within set field value formulae"

Can I force CSV imports into an approval workflow? I know there is a check box on the Import options, but a user could just override that right? how else can I get them into the workflow?

trying to display a button based on the case form value but it seems to ignore this field, but I can use other fields. anyone experienced issues trying use the field custom form?

On a WF running on a case record, upon clicking a button the sales order form opens via the go to record action. Is it possible to set an item line when the SO opens? If not, how may we achieve this via script?

Is there a way to get a list of where each Workflow Custom Action is used?