Hello experts, has anyone tried the scheduled workflow to update existing sales order's custom form? I have tried multiple times and the workflow act on the sale order but didn't change the value. any thoughts that what i may miss here?

Scheduled workflows on existing SOs can be tricky. Check if the custom form field is editable in the current SO status; some fields lock once orders hit pending fulfillment. Also verify your workflow conditions are finding the right records and the user context has edit permissions on those fields. Sometimes validation scripts or approval workflows block the update even when the workflow runs.

Hi Christian, thanks and yeah I checked, the field is editable and I am using admin role to try to update it.

What is the criteria for setting the form? Is it something that can be done with an event based workflow instead of a scheduled?

yeah i figured it out, using a event based rather than scheduled. I put it on view and update and just do a quick internal ID update (no change) to trigger it. and it worked