Hi everyone! I'm very new to Suite Flow, so I apo...
# suiteflow
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Hi everyone! I'm very new to Suite Flow, so I apologize if this is something too basic and/or too confusing to follow! I'm trying to roll up a custom (transaction line) date field to the order level (main line) start date field. We have custom (transaction line) fields on our sales orders for product start and product end dates. Those dates change frequently, even after a sales order has been approved. When those dates change, we want to update the overall start and end dates on the order, which are standard fields. Basically we want to have the main line start date be the min (trx line product start) and main line end date to be the max (trx line product end). Most orders have multiple items, with varying start and end dates. I've tried using a set field value and formula. The min/max weren't available in the formula builder so I manually created the formula as MIN({custom field ID}). But when I save an order, it errors on that field and won't save. I've tried other things as well - setting the order start date to the trans line start date, if the trans line date<order start - and want it to loop through each transaction line, so it's evaluating the order date with each line. And I thought I had it working a few weeks ago, but when I went back to it today to retest and then work on the end date, it's not working. In fact the only of my test workflows for this that is somewhat working - meaning not erroring and at least returning something - is returning the value of the trx start date for the last item on the SO. Is what I'm trying to do possible with workflow? Any pointers? Thank you!