Hi everyone, is it possible to create a workflow t...
# generalj
Josh Davis
09/21/2022, 8:38 PMHi 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.
Josh Davis
09/21/2022, 8:40 PMFor 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
AI1
09/21/2022, 8:45 PMThere is no sublist action group for opportunities
AI1
09/21/2022, 8:46 PMBut 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?
j
Josh Davis
09/21/2022, 8:53 PMI used this article as a guide: https://ceanatech.com/2020/06/30/netsuite-suiteflow-set-a-line-item-field-based-on-another-field-through-a-client-trigger/
Josh Davis
09/21/2022, 8:54 PMI 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.
Josh Davis
09/21/2022, 8:55 PMI 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.
Josh Davis
09/21/2022, 8:56 PMI don't understand why it would work for Transactions but not Opportunities
a
AI1
09/21/2022, 8:59 PMInteresting. I thought the only way to manipulate line fields is through a sublist action group. This is cool
j
Josh Davis
09/21/2022, 9:00 PMYeah, I got really excited because it solves a problem for us, but then it doesn't work on Opps.
a
AI1
09/21/2022, 9:00 PMYeah the Opp is weird because it's like half a transaction and half an entity/customer kind of
AI1
09/21/2022, 9:01 PMSince the sublist action group is not available to oppotunities I would expect this to not work either
AI1
09/21/2022, 9:05 PMCould you have them enter a Quote instead of lines on an Opportunity?
j
Josh Davis
09/21/2022, 9:06 PMI can definitely try that!
Josh Davis
09/21/2022, 9:06 PMThank you!
a
AI1
09/21/2022, 9:06 PMThis would definately work on a quote
j
Josh Davis
09/21/2022, 9:08 PMyep, it definitely does, thank you!!
199 Views