Next question, how do you get a workflow to set a ...
# suiteflowg
GMR Admin
08/29/2025, 7:06 PMNext question, how do you get a workflow to set a line level value?
m
MGBC
08/29/2025, 7:07 PMNatively you can only set line level data on the items sublist of transactions with the items sublist
MGBC
08/29/2025, 7:07 PMother sublists would require a custom workflow action or just a script
MGBC
08/29/2025, 7:07 PMalso expenses sublist on expense reports
g
GMR Admin
08/29/2025, 7:10 PMI need expenses on vendor bill
m
MGBC
08/29/2025, 7:10 PMoh unfortunately that is not possible with native workflow funcitonality
MGBC
08/29/2025, 7:11 PMthis would need to be a custom workflow action or a script
g
GMR Admin
08/29/2025, 7:12 PMSame for PO I assume?
m
MGBC
08/29/2025, 7:12 PMyes
MGBC
08/29/2025, 7:13 PMCan you switch your organization to only use items and not expenses?
g
GMR Admin
08/29/2025, 7:14 PMI guarantee the accountants are not going to go for that 😆
🤣 1
m
MGBC
08/29/2025, 7:15 PMYeah probably not.
Just tell them the items are like "Expense Categories" so then they can have more control over who is coding expenses to what accounts instead of just blindly posting against the GL....LOL
g
GMR Admin
09/02/2025, 10:13 PMLooks like it's not possible to put the custom segment column on the expenses sublist anyway
GMR Admin
09/02/2025, 10:14 PMI can put it on items, but it doesn't show up on expenses no matter what I do.
GMR Admin
09/02/2025, 11:50 PMi figured it out. The key was to turn off GL Impact
GMR Admin
09/03/2025, 9:35 PMNope, I didn't figure it out. I've got my new segment identical to the other one in every setting, AND there are other ones that show up and DO have GL Impact checked, but still my new segment does not show up in the expenses sublist. I am so confused...
m
MGBC
09/03/2025, 11:28 PMYou can add to expenses Sublist
MGBC
09/03/2025, 11:28 PMJust customize the form and enable the field