We have some custom buttons on the Sales Order for...
# general
t
We have some custom buttons on the Sales Order form to create PO's from it ( Drop Ship PO etc). I'm trying to create a WF to set a custom field to the same value as the Vendor field after field edit (which is sourced from SO) but I'm having trouble getting it to work. I'm not sure if it's the scripted creation of the PO, and how that might act differently then a normally created PO. Any help would be greatly appreciated? I apologize in advance if none of this makes sense. Slack Conversation
s
The fact that the PO is created via a script shouldn't matter. Why not just source the custom field from the vendor field value (in the custom field setup) or use a before/after submit action to populate the custom field? It's not obvious why you would use "after edit" and the use of that can be tricky when it's a select field as you often have to use after sourcing instead (or a combination). Also, if you want this to happen on creation then it probably won't see the field population as an edit function to cause the WF to trigger.
t
Yes Simon, I don't think I described this properly. I've tried 20 different iterations of this and have used different trigger types throughout. I fixed the problem though. Thank you for reaching out