Hi all - I have a workflow question. I've created...
# general
s
Hi all - I have a workflow question. I've created a simple workflow that is intended to: • for each line on a sales order • read the 'class' on the for each line item from the item record • set the linelevel 'class' on the sales order I'm using the relatively new line level workflow feature and sourcing the item.class across to class (line). On saving the Sales order, it keeps throwing errors that the class is not allowed for that subsidiary. Has anyone come across this issue and have any tips?
d
on the class, is "include children" checked under the subsidiary field?
l
Isn't that a native feature? We have a default Class in the item record, and it is automatically copied to the SO lines without a script ot workflow.
s
if the Item record has a class assigned to it then it should automatically get sourced.
s
Hi @Dylan Fields - yes, that was my first thought too. Include children has been ticked.
@Sam-I-Am Agreed, it is standard functionality and that works when I save an SO through the UI. My issue is that the SO is being created by an integration from Shopify. I want to overwrite the line level channel it’s setting. (For one reason and another the integration can’t set it correctly itself). Hence was interested n a workflow to do this. But thinking of going down the UE route now.
s
in that case seems like the class in question is not exposed to the transaction subsidiary, as per the error message. Make sure your classes in question are exposed to the transaction subsidiary or top level sub + include children check box. Give it a shot
s
Turned out I needed to add .id to the field name as it was updating a list