any reason why this condition would be incorrect? my WF is running on SO. there is a field on the customer record called Customer Hold 1 with either a Yes or No value - based on this value I which to set a field on the SO. I also tried Customer : Customer Hold 1 = Yes. It's on the Before Record Load trigger.

do you have the field ID for the custom field?

As this is a textfield the value I am trying to compare is a 'Yes' - but this also didn't work, nor did entity.custentity_customer_hold_1

@mg2017 if the field is a 'yes' or 'no' only, then it is a Boolean field, which needs to be reflected as a T or an F without any quotes.

But the field is free text

Okay then, your formula should work.

the field was previously setup just to show if a customer was on hold or not - but now we'd like this info on orders with some highlighting hence the inline html field.

There is a standard NetSuite field to put a Customer on Hold.

you mean to create a custom field on the SO and source the field value from the customer record onto the SO? the issue I have is that the field on the customer record is using a saved search and the store value is not checked therefore I cannot get access to this field

Hmm, I'm not sure then. Perhaps somebody else might have a solution for you, sorry!

no worries, and thanks!

Before load can only be used to set fields on create

there must be something odd because I can set the value using the formula and the data type of the field is inline html. the bit that doesn't work is when i apply a condition. i now know why that is - the value I am comparing is from the customer record and that field is using a saved search and has the 'store value' unchecked.