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Hi, I'm going nuts about one simple workflow - can...
# suiteflow
m
Hi, I'm going nuts about one simple workflow - can't find the reason why it doesn't work. I have two custom Transaction Line Fields on my Sale transactions (Need it for Estimate mainly). • Licenses (we store number of licenses here and we use quantity for number of months). Calculated via older workflow and works well. • Monthly Rate (we would like to store Licenses*Rate). I tried copying old workflow, or creating new one, but can't get it to work What I would like it to do is to multiply Licenses*Rate and store the results into a Custom TLF: Monthly Rate Right now for the testing purpose, I tried entering a static value "1" just to see this to work. But basically anything I do, I can't make this workflow to enter that 1 into that field. Every time I try this, Monthly Rate is empty. Log is also empty and I'm not sure where else to check My log I'm pretty new to this and I'm sure I'm missing some silly field that is blocking all this to work. I've spent about 4 hours on testing and really have to ask here now.
k
I must have missed something in release notes related to workflows - because I'm not aware of a way to hit the line with workflow without using a sublist action group
Also - on your 3rd screenshot "Enable Logging" needs to be checked for logs to work
👍 1
m
@KevinJ of Kansas Hi Kevin My other workflow is using the same Triggering field - and I have this config there. Is this what you are referring to?
k
Is your monthly rate field a stored value field?
m
It is a transaction line field
message has been deleted
k
Can you share the bottom half of the screen with the triggering client fields?
because this is what mine looks like on a standard action
m
Here it is
Eventually I'd like to have a formula there which does: {line.rate}*{custbody_iih_licences}
I also get the logs now - but they don't say much really.
k
I still can't figure out how you have line level fields available to a Set field Value action that aren't part of a sublist action group
My accounts (even those on 2021.1) don't have that option.
Oh wait. Figured it out.
🤩 1
Side note - if that works... I'll be floored
Hold on a second while I play...
Holy freaking smokes
it works.
mind blown
ok, looking at your screenshots again...
Could it be your criteria tripping you up?
Will it set if you remove the criteria?
You should note - that your formula will need to be in javascript format
as you are setting the value in a client setting.
m
Sorry back here. What do you mean by formula in javascript format? I'm currently trying to at least set 1 as a static value.. but even that is not working
I can remove criteria, I think I tried before. But that had no impact
I presume you mean "conditions" there
As I mentioned - I have another workflow which I used as a basis to configure this (tried copying, and recreating) and it does pretty much the same thing. On the Item line level it multiplies: Rate*License*Quantity, and writes the result into Amount (Line) I just can't figure out why this wouldn't work
k
Every now and then ill have a workflow that just doesn't work and I have to create a new one
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