source the project line on the bill record from a custom filed on the header by workflow

AI generated answer (using internal Slack threads):

To source the project line on the bill record from a custom field on the header by workflow, you would need to create a workflow that triggers on the creation or editing of the bill record. Here are the steps you can follow: 1. Create a new workflow in the SuiteFlow module. Set the record type to 'Bill'. 2. Set the trigger type to 'On Create' or 'On View or Update', depending on when you want the sourcing to occur. 3. Add a 'Set Field Value' action. In this action, set the 'Field' to the project line field on the bill record. 4. For the 'Value' of the 'Set Field Value' action, use the formula option and reference the custom field on the header. You can do this by using the syntax

{custbody_customfield}

where

custbody_customfield

is the ID of your custom field. 5. Save and deploy the workflow. This workflow will automatically source the value from the custom field on the header to the project line on the bill record whenever a bill record is created or edited. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******