How to access item lines in sales order from a workflow

AI generated answer (using internal Slack threads):

To access item lines in a sales order from a workflow, you can't do it directly when the sales order opens. Adding lines via workflow is only possible on record submit. Here's a workaround you might consider: 1. Have your workflow action to go to the sales order page and check a box on the form (if possible). 2. Then, you can use a script to uncheck the box and add the line once the record has loaded. Please note that workflows are designed to operate on a single record, not across multiple records. If you need to link two line item fields between a dropship sales order to a purchase order, it might be more efficient to use a script. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******