Hi all, I'm trying to create a workflow that popul...
# suiteflow
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Hi all, I'm trying to create a workflow that populates a field on a custom record from a field on a transaction line, using a saved search. There is a link between the two records, but when I select the join field, only transaction body fields are available, which now I remember as a workflow limitation. The custom record is created from a script, and ultimately we'll update the script to include this additional field. But in the meantime we were hoping we could do it with a workflow. I used a csv import to populate the field on the existing custom records and want to use a workflow for new records, until we can update the script. Any help is appreciated - thanks!