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Hi all, I have a value that I transfer from my sales order to invoice via an "After Record Load" workflow on creation of the invoice. The problem that we're running into is that the invoice is being emailed out before the value is set. I'm pretty new to workflows. If I set the value on "Before Record Load" will the value stick? What would be the recommended way of doing this?

after record load... this is a new one. after submit?

Whoops, yes, after submit. Thanks for pointing that out.

After the invoice is submitted, you find the sales order and update the value on the invoice?

I would just add a step to send the email AFTER doing this.