I have a custom List/Record field on Invoices that...
# ask-stanley-ai
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I have a custom List/Record field on Invoices that holds a case record. Is there a way with workflows to update a field on the case record when an invoice is created and the List/Record field is filled?
c
AI 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. ****** Yes, it is possible to update a field on the case record when an invoice is created and the List/Record field is filled using workflows. However, it might not be straightforward and may require a combination of workflows and scripting. Here's a general approach: 1. Create a workflow that triggers on the creation of an invoice. 2. In the workflow, add a condition to check if the List/Record field is filled. 3. If the condition is met, you can use a 'Set Field Value' action to update the field on the case record. However, this might not work directly as workflows usually work within the context of a single record. If the 'Set Field Value' action does not work directly, you might need to use a script to achieve this. The script would be triggered by the workflow and would handle the task of updating the field on the case record. Please note that this approach assumes that you have the necessary permissions to create and manage workflows and scripts in NetSuite. Also, it's important to test this thoroughly in a sandbox environment before deploying it in a live environment.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.855041564
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.852722228
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848999083
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