Hey Everyone. I'm creating a Workflow to automatic...
# general
c
Hey Everyone. I'm creating a Workflow to automatically close out some old POs. I've created a saved search and have my POs listed that I want to close. I've created a workflow and added that state - Set Field Value. My question is WHAT FIELD do I use when the transaction is a PO? I don't see anything relating to status that would work. Also WF won't capture line level fields so I can't use the close field on the line item. Is there something I'm missing here? Thanks for the help!
s
try to close the sublist lines
c
How?
There are no sublist fields in a workflow
That's not any option I can choose from
s
there is sublist - for display type and and mandatory actions. My bad - but found the solution: https://suiteanswers.custhelp.com/app/answers/detail/a_id/86375/loc/en_US 1. Navigate to Customization > Workflow > Workflows > New 2. _Basic Information_: • Name: Enter Name • Record type: Select Transaction • Sub Types: Select Purchase Order • _Execute as Admin_: Enter Checkmark • _Released Status_: Select Released • _Keep Instance and History_: Select Always • _Enable Logging_: Enter Checkmark 3. _Event Definition_: • On View or Update: Select Checkmark 4. Click Save 5. Click State 1 6. Upper right corner: Click Pencil Icon 7. Actions: • Click New Sublist Group 8. Basic Information:Trigger On: Select After Record Submit 6. Parameters:Sublist: Select Items 7. Click Save 8. Actions: • Click Sublist Action Group 9. Click New Action 10. Click Set Field Value 11. Parameters:Field: Select Closed(Line) • Static Value: Select Checkmark 12. Click Save
You need to use the new sublist group action for this
c
@Sam-I-Am I HAD NO IDEA!!!! There was no LCS training for that one... You are awesome. Thank you
s
This is a new feature came out only a few years ago