How to Transfer Work Order Memo field to Child Wor...
# ask-stanley-ai
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How to Transfer Work Order Memo field to Child Work Orders
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AI generated answer (using internal Slack threads):
To transfer the Work Order Memo field to Child Work Orders, you can use a workflow. Here's a general idea of how you can set it up: 1. Create a new workflow with the record type set to 'Transaction' and the sub type set to 'Work Order'. 2. Set the trigger for the workflow to be 'On Create' or 'On View' depending on your specific needs. 3. Add a 'Set Field Value' action to the workflow. In this action, set the 'Field' to be 'Memo' and the 'Value' to be the value of the Memo field from the parent Work Order. You can use the 'Created From' field to reference the parent Work Order. Here's a pseudo-code representation of the 'Set Field Value' action:
Copy code
Set Field Value - Memo
Set Value to Created From: Memo
Please note that this is a general guide and you may need to adjust it to fit your specific needs. Also, workflows can be complex and may require testing to ensure they work as expected. ****** 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: 0.832824826
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.814941406
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.814087033
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