The "Bill" or "Vendor Bill" option does not appear in the dropdown of which record types can be created using the Workflow action "Create Record". How can I create a Vendor Bill using a Workflow action?

AI generated answer (using internal Slack threads):

Based on the conversations, it appears that the "Bill" or "Vendor Bill" option does not appear directly in the dropdown of record types that can be created using the Workflow action "Create Record". However, it can be found under the "Transaction" record type as a sub-type. If you want to create a Vendor Bill using a Workflow action, you can do so by selecting the "Transaction" record type and then choosing "Bill" as the sub-type. If you need to populate the Vendor Bill with data from another record (like a custom transaction), you might need to use a combination of workflow actions and scripting. One approach suggested in the conversations is to create a custom button that triggers a script. This script would load your custom transaction record, compare each line with your vendor bill record, and update the necessary fields in the vendor bill. Another approach is to use a Workflow action script, which can be used to perform more complex operations that are not possible with standard workflow actions. Remember, these are just suggestions based on the conversations and might need to be adjusted to fit your specific use case. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

You misunderstood the conversations. "Transaction" is also not available in the dropdown.

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