Hi everyone, is it possible to create a workflow t...
# general
j
Hi everyone, is it possible to create a workflow that updates a field value on an Item that is sublisted to an Opportunity? I'd like for users to be able to set the Item using an Alias and have a workflow update the Item selected based on the Item listed on the Alias.
For additional info, I was able to get this to work on Transactions (Sales Orders), but there's no option to set the Triggering field as a field from a Sublist.
a
There is no sublist action group for opportunities
But on an additional note how did you get the item alias to work for sales orders? How were you able to add items to the sublist without populating the native item field?
I used the WMS Item Alias record type, so when I set the Item Alias on the sublist Item for the SO, it sets the Item from that Alias record.
I just need to be able to do the same thing on an Opportunity, but as you said, there is no way to trigger from or update to a sublist on an Opportunity.
I don't understand why it would work for Transactions but not Opportunities
a
Interesting. I thought the only way to manipulate line fields is through a sublist action group. This is cool
j
Yeah, I got really excited because it solves a problem for us, but then it doesn't work on Opps.
a
Yeah the Opp is weird because it's like half a transaction and half an entity/customer kind of
Since the sublist action group is not available to oppotunities I would expect this to not work either
Could you have them enter a Quote instead of lines on an Opportunity?
j
I can definitely try that!
Thank you!
a
This would definately work on a quote
j
yep, it definitely does, thank you!!
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