Is it possible to create a workflow for a SO line ...
# suiteflows
S. T.
08/26/2022, 10:13 PMIs it possible to create a workflow for a SO line item field that automatically updates when a field on the project record is changed? I'm new to Suiteflow and can't seem to find any success with this scenario
a
AI1
08/26/2022, 11:30 PMYou wouldn’t be able to do this in “real-time”. But you could do it on a schedule. As frequently as every 30 min. Would that work?
s
S. T.
08/27/2022, 12:30 AMYes that would work. It's a custom field and not showing in the field parameter though. Any thoughts why that could happen?
a
AI1
08/27/2022, 12:43 AMIs the project assigned to the header project field on the sales order? Or each line item?
AI1
08/27/2022, 12:44 AMs
S. T.
08/27/2022, 1:36 AMThe project is on each line item
a
AI1
08/27/2022, 1:44 AMProbably best to make a transaction saved search that has the criteria you want
For example when project.customfield = X or whatever your criteria
Then setup a scheduled workflow with a sublist action group. Using a set field value action set your SO line field to Job (line) > custom field
s
S. T.
08/27/2022, 2:05 AMAhh gotcha. Very helpful. Thanks so much!!!
S. T.
08/27/2022, 2:48 AMOne last question. If I wanted to update an SO line field when a certain project field changes, would they be possible also? Might be too many joins
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