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09/20/2025, 8:46 AMCeligo AI
09/20/2025, 8:46 AMAI generated answer (using internal Slack threads):Based on the conversations, it appears that it is possible to use a workflow in a revenue element. One of the users mentioned that they were able to populate a custom Revenue Recognition Plan field with a link to the transaction using a workflow. However, this solution seems to be applicable at the transaction header level. For line level, scripting might be required. Another user mentioned that they were able to push a custom field from a Sales Order to both the plan and revenue element, but they were unable to get it to auto-fill on the Journal Entry itself. This suggests that while it's possible to use workflows with revenue elements, there may be limitations or additional steps required to fully integrate custom fields with other parts of the system. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
09/20/2025, 8:46 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820922852
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820739746
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817871094
Celigo AI
09/20/2025, 8:46 AM