How to access lines line in sales order from a wor...
# ask-stanley-ai
a
How to access lines line in sales order from a workflow
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AI generated answer (using internal Slack threads):
To access line items in a sales order from a workflow, you can use the 'Sublist Action' group in your workflow. This allows you to perform actions on line items in a sublist on a record. Here are the steps to do this: 1. Create a new workflow or edit an existing one. 2. In the 'States' section, add a new state or select an existing one. 3. In the 'Actions' section, click 'New Action'. 4. In the 'Action Type' dropdown, select 'Sublist Action'. 5. In the 'Sublist' field, select the sublist you want to work with. For a sales order, this would be 'Item'. 6. Configure the rest of the action as needed. Please note that the 'Sublist Action' group in a workflow can only be used to perform actions on line items in a sublist on a record. It cannot be used to perform actions across multiple records or to link fields between different records. If you need to perform more complex operations on line items, such as linking fields between different records, you may need to use a script instead of a workflow. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836367309
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835946321
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832776785
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