Is the only way that I can update a field on the Opp upon entry to a state on the subsequent SO through a workflow action script? I can't use a Set Field Value action, correct?
a
AI1
08/30/2022, 8:29 PM
If you create the sales order via the same workflow this may be possible
You would use the Transform Record and Subscribe to Record option in conjunction. Then you can trigger a transition in the Opp workflow based on criteria on the related sales order
AI1
08/30/2022, 9:09 PM
The transition in the Opp workflow could go to a state where you use a set field value action to update the Opp field