Hello! I have a workflow question. I am designing a workflow that unchecks a box on the sales order when a dropship PO is created. The best way I was able to accomplish this is by having the sales orders that qualify to be unchecked show up on a saved search and using that as the condition to uncheck the box. My question is, how can I accomplish this box being unchecked without having to reload the sales order? Thank you!

Make it a scheduled workflow.

Why do you need a checkbox when the information's already there on the lines?

Upon create of the sales order use after record submit to check the checkbox

Here is the scenario: Sales staff enters the SO and checkmarks the dropship box. The dropship box sends an alert to the purchasing staff. Purchasing staff then processes the dropship order. I need the check box to uncheck for dropship order, or the ability to remove it from the saved search so that the saved search is used as a to-do list for purchasing staff. So far, I have only been able to uncheck the box using the saved search condition, I cannot seem to get the box to uncheck when the PO is created. I would love to avoid any additional steps on this to make it a simple process ha ha.

I think the schedule workflow based on the saved search is your best bet. You could go upstream and modify the reporting that drives the purchasing department to the sales order and exclude sales order lines with linked PO's created. Then no workflow. This assumes that purchasing is creating the PO's correctly as linked orders.

The issue I was having was the saved search wouldnt exclude tax and shipping lines which was leaving the sales orders on the report - possible that I am just missing the ability to exclude them? Perhaps that would fix my issue entirely.