Say I want to pull an account list showing which a...
# suiteflow
r
Say I want to pull an account list showing which accounts have the "Revalue" and "Eliminate" boxes checked. Since those fields are unhelpfully not available via Saved Search or any view I've been able to find, how would you go about doing it? I know you can do this via the ODBC connector, but that's not available in this account. Pulling via System Notes (which I've done before) is not an option either as I think they've mostly just taken the defaults to where those boxes are checked. My thought was to add two custom fields to the account record (which I could pull via Saved Search), a comparable one for each of the two standard NS fields, then have a workflow look at the standard checkboxes and then either check my custom field boxes or not depending on the value of the standard fields. Basically make Standard NS Revalue Checkbox=Custom Revalue Checkbox and Standard NS Elim Checkbox=Custom Elim Checkbox. However, I've not been able to get that to work. I've been told SuiteFlows do not do well with trying to check boxes, which seems odd. Any ideas on the workflow or better yet an easier way to pull this info? Thanks.