Hey Folks, I've been trying to get get my workflow to set a field on a sales order After Submit based on whether or not the customer is on a manual credit hold creditholdoverride = On. Every time it evaluates as false. The condition on the action is {entity.creditholdoverride}='On' I have tried a few different variations of this. I have a test case where the customer is definitely set to hold = On on the customer record. At this point I'm considering using a custom field and training my accounting team. I think the short list is causing me too many issues at this point. This is all an attempt on a custom approvals workflow and this is the last piece that needs attention. Thoughts? Has anyone else had success with this field?

Interesting. I created a dummy Workflow that "prints" the value of

{entity.creditholdoverride}

to the main

memo

field. If the

entity.creditholdoverride

is "Off" it prints

'T'

If the

entity.creditholdoverride

is "On" it prints

'F'

@Edgar Valdés this is a fantastic troubleshooting step. I’ll try to validate and report back. I had a hunch it was essentially a Boolean.

Change the label on that field to "Credit Hold Override Is Off" then when it's ticked AKA "T" that'd make sense

@NElliott Can't forget to close your sarcasm tag with /s