Possible to set a field value on a linked record from a workflow?
ex: When an Invoice is created, update a Field on the Sales Order it was created from
k
KevinJ of Kansas
06/15/2023, 5:07 PM
No
KevinJ of Kansas
06/15/2023, 5:08 PM
You can do a scheduled workflow that uses a saved search field to populate another field - so there will be a delay - and processing speed can become problematic
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ericbirdsall
06/15/2023, 5:26 PM
Thanks @KevinJ of Kansas, I'll just write a script instead. I couldn't remember off hand if I could set field values on a joined record via workflow or not.