Set Transaction Email Field To Custom Field Value ...
# suiteflow
r
Set Transaction Email Field To Custom Field Value from Entity Record Sometimes its the simplest stuff ... we have a custom field on the Customer record for an Accounts Payable email address. Goal is to use this value in the Email field on Sales Order Transactions if its not empty ... otherwise use the default value from the Customer Record. So I have a simple Transaction workflow ... Event Based, Before Record Load, one State to Set Field Value Email with the custom field value. This works as designed as long as the "default" email field is empty; however, when the default email field contains a value it appears to take precedence. I was hoping the following formula would address the issue but no luck: Case When {entity.custentity_ap_email} is Null then {entity.email} Else {entity.custentity_ap_email} End Any suggestions? Thanks!