How come my workflow that is set to work on view/u...
# generald
devread
09/08/2020, 12:58 PMHow come my workflow that is set to work on view/update only works on update?
k
KevinJ of Kansas
09/08/2020, 1:04 PMYou'll have to tell more about what this workflow does for anyone to be able to have any chance of helping
d
devread
09/08/2020, 1:06 PMIt is meant to copy a formula field value to a field with store value = T, so the field becomes searchable. This seems to be the only way to do this per several suite answers article. According to suite answers, by setting this to execute on view and create, it should show the updated value every time the search runs, but it does not. It only executes when I edit the record, even though the trigger is set to view/update and the event for both the workflow and workflow action has 'view' selected for the event
k
KevinJ of Kansas
09/08/2020, 1:11 PMYou could also use a scheduled workflow to do it instead - have it run every 30 minutes/60 minutes/daily
KevinJ of Kansas
09/08/2020, 1:13 PMWhat is the formula you are doing? There might be better ways to do what you are doing as well
d
devread
09/08/2020, 1:15 PMwe use zone advance billing and need to get total amount billed. It's a formula field that is calculated off of a summary search of a related record type.
devread
09/08/2020, 1:16 PMshows up fine obviously in the UI, but blank in searches. I could probably have the search include the same summary lookup, but I wanted to provide an easy way for everyone to get the data as we don't have many power users.
devread
09/08/2020, 1:16 PMIt really sucks that fields with default formula values don't render in search
k
KevinJ of Kansas
09/08/2020, 1:17 PMYeah, a scheduled workflow is probably your best bet.
KevinJ of Kansas
09/08/2020, 1:17 PMOr a user event script that runs on your billing transaction to update the original record.
KevinJ of Kansas
09/08/2020, 1:18 PMSince the billing isn't actually on the record itself you can't use workflow
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devread
09/08/2020, 1:18 PMsecond is probably preferrable as always ensures accuracy
k
KevinJ of Kansas
09/08/2020, 1:18 PMSide note - is this on a Sales Order?
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devread
09/08/2020, 1:18 PMnah, they have their own custom record type called zab subscription which has a related custom record called zab charges
devread
09/08/2020, 1:19 PMthose later get reconcilled into sales orders during a 'create transaction' stage
k
KevinJ of Kansas
09/08/2020, 1:19 PMRight.
d
devread
09/08/2020, 1:19 PMbut initially, the subscription is the source record
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KevinJ of Kansas
09/08/2020, 1:19 PMJust wanted to make sure you weren't building something to accommodate for what should already natively exist in NS.
KevinJ of Kansas
09/08/2020, 1:20 PMSo it'd be a user event script on your invoices to update the ZAB Subscription record.
KevinJ of Kansas
09/08/2020, 1:20 PMand it'd probably have to be triggered in a Map/Reduce script
KevinJ of Kansas
09/08/2020, 1:20 PMwhich shouldn't be too hard
KevinJ of Kansas
09/08/2020, 1:21 PMSince you can get a summary saved search - the two records have to be linked somehow.
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