Has anyone created a workflow to populate a custom...
# suiteflow
j
Has anyone created a workflow to populate a custom body record on a sales order that after you put in the customer it'll pull whether the Credit Hold is set to 'On' and if so it'll populate the customer record value to 'HOLD'. I've read a few different places for suitescript and workflow and I still can't get it to populate.
r
Custom body field you mean ? And you want to update the credit hold status on sales order or on customer record, I am slightly confused with the wording ?
t
Yah, I think this needs some slight clarification
j
Sorry. Yes, I created a custom body field on a Sales Order and I want it to show 'HOLD'. It will be determined by if the Credit Hold field's value on the customer record is set to 'On'. If it is 'Auto' or 'Off' it will not show anything.
t
You should be able to do a formula(text) no?
And source the field from the customer record.
m
Do you want to just show the field value from the customer? Or do you want to perform some action based on the result? So if ‘on’ then show a pop up message Or if credit hold is ‘on’ and amount > credit limit Something like this?
r
Client script field change / save record entry points will work, before submit user events will work as well. But honestly you could just set a custom formula at field level. No scripting is required for this.
j
I should have just come here first instead of spending 2 hours on it. Appreciate you guys. Got it working