Hi, Is there a way to default the header level Class value to the line level class field in a purchase order? I know this can be done via scripting, but I want to check if this can be done via workflow. I couldn’t find a line level class field in the set field value wf action.

Change this to Sublist and it will reset the action to work on Sublist fields after field edit

Thank you @MGBC for your quick response. Is the screenshot below correct?

No

This is how I set it, but it is not working. I have another set field condition to auto populate header level class from the employee record’s class field. Not sure if it is not working because of that existing action.

Set that triggering client field to item (line)

I did that too

It will populate the class after you select an item on the line

If I set it to that, it will auto populate only when I select the line class, correct

No it will auto populate the class when you select an item

I want to auto populate after the class (main) is populated

If you populate the class (line) when the class (main) is set it will only get the first line item. If you add more than 1 line the sourcing won’t work

I see two Item (line) fields in the triggering fields section

One must be a custom field. Has there been a custom item field added to this transaction?

yeah, checking that

Try setting the trigger to after field sourcing

okay

And select both Item (line) fields as the triggering field

Awesome. It is working as expected. Thank you so much🙏

👍