Hello folks, I've got a workflow that handles approval for both estimates and SOs. Originally it just handled SOs, but then I realized that 80% of the flow for estimates was identical and added them as a record type. Estimates wind up in a state where they should be transformed into an SO (and exit the WF, the SO should enter the workflow in its own right). For some reason, when I try to set up the Transform Record action, only records that can be transformed from an SO are listed. If I create a new WF, for just Estimates, I can choose to transform to an SO... Any ideas why the transform options are limited in my first workflow?

@Catherine Fray I think the issue with this is that the Workflow Action needs to only ever have one record type as an input. Probably you need to separate the flow so that you have one box for transforming SOs, one for Estimates. Probably to do with the underlying SuiteScript 1.0 API as mentioned in SA21120.

Thanks for this thought. The transform stage can only be entered by Estimates, but I take your point.