Hello, I am an engineer trying my hand at workflows. I am trying to figure out which action is best for finding SOs that have certain items on them. Then I want to change a field based on the item in that SO. I have tried Go To Record and have Set Field Action, but those don't seem to access the right parameters. Thanks!

When you say you want to "change a field based on the item in that SO," do you mean a field on the line of that particular item or a body (header) field?

A field in a sublist on the SO. Specifically in the promotions tab.

The first part sounds pretty simple: you have a saved search that serves as the condition for a SO workflow.

OK, I get that. I think I was confused about how the setup of the Workflow effects the first state.

Sorry, just saw your initial reply to yourself, where you basically said what i said. 😉

So I have my saved search, but it is not showing up in the list of saved search condition. Is there a special setting I need to turn on?

it's a transaction saved search with Type = Sales Order, yes? and the workflow is Transaction, SO as well?

ohhh no, the saved search is an item search. Because I am searching for all of the items.

yep, needs to be transaction search

Okay I need to think through this a bit more. Learning about all of these fun netsuite constraints 😃

How many different variations are there?

4

You should be able to do that, but it's a bit trickier. • change the search to incorporate the other items, basically: IF SO contains Item A, B, C, D, etc, then appear in results • First thing to do in your state is create a Sublist Action Group for the items. • Then within that Sublist Action Group, create multiple Set Field Value actions for each Item.

Ahh, sublists. So like putting each item through a switch statement in JS.

haha if you say so...i'm no engineer. i only dabble when i need to troubleshoot. 😉

That is super helpful. Thanks!

YW, and good luck!