So either my memory is failing me or I'm doing something wrong. Case: trying to set a custom line field on a journal as mandatory based on if a certain account is chosen. Did this, but nothing is happening... Even if I remove the condition, the field isn't being set to mandatory.
m
MGBC
10/24/2023, 5:19 PM
It’s the trigger. Before load there is no account info so the condition isn’t met
Use a client trigger like after field edit
MGBC
10/24/2023, 5:20 PM
Also the items Sublist is not part of the journal entry. For JE it’s called Lines
MGBC
10/24/2023, 5:22 PM
Sorry to clarify this is not possible as only the items Sublist is editable via workflow. And since items Sublist does not exist on journals you cannot manipulate Sublist lines for journals with WF
d
Dylan Fields
10/24/2023, 5:24 PM
Haha was just going to say that. There is no Lines sublist available.
Dylan Fields
10/24/2023, 5:25 PM
So I need to go a scripting route, hmm.. Ok ty.
m
MGBC
10/24/2023, 5:25 PM
yeah it's a bummer...only the Items sublist (which does cover a lot of transactions) and the Expneses sublist on Expense reports is supported by WF.
MGBC
10/24/2023, 5:26 PM
Yes scripting is the way to go...we built a utility to manipulate any sublist via workflow, but if you are familiar with scripting that works too