On a WF running on a case record, upon clicking a ...
# suiteflow
m
On a WF running on a case record, upon clicking a button the sales order form opens via the go to record action. Is it possible to set an item line when the SO opens? If not, how may we achieve this via script?
k
Can't do it when the SO opens - adding lines via workflow is only on record submit (to my knowledge). I'd have my go to page check a box on the form (not sure if this can be done) Then a script to uncheck the box and add the line once the record has loaded
m
Thanks for the tips