Shelby Owens
10/08/2025, 6:04 PMCeligo AI
10/08/2025, 6:05 PMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** The issue you're experiencing with the custom fields on a case record not updating when changing the vendor could be due to a few reasons: 1. Sourcing and Filtering: The custom text area field that sources from the address of the vendor in the custom vendor field might not be set up correctly. Ensure that the sourcing and filtering options are correctly configured in the custom field settings. 2. Store Value Option: Check if the 'Store Value' option is checked in the custom field settings. If this option is not checked, the field will always source the current value from the source field, and it won't retain the value if the source field changes. 3. Workflow or Script: If there is a workflow or script running on the case record that affects these fields, it might be interfering with the field updates. Check the workflows and scripts associated with the case record to see if they are causing the issue. 4. Field Type: Ensure that the field type of your custom field matches the field type of the source field. For example, if your custom field is a text field and the source field is a list/record field, the sourcing might not work as expected. Remember to test any changes in a sandbox environment before deploying to production.
Celigo AI
10/08/2025, 6:05 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830749631
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829223752
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824096739
Celigo AI
10/08/2025, 6:05 PM