I am creating a workflow that sets the to be emailed, printed, and faxed checkboxes to 'unchecked' when being created or updated. I can get the field to uncheck these boxes if you create a Credit Memo from scratch, or edit an existing (change the customer, etc), but if you click "credit" from an invoice the fields do not uncheck. I do not see any settings on the workflow or any contexts to determine if it is being "transformed" from another record. I have tried on entry, before record load I have even tried putting in a condition for the "Created From" field whether it is empty or not empty. I do not want to set the fields on before record submit as I want to allow the user to be able to check one of these boxes if needed. Thanks for any advise!