How would I go about only showing field B on a sal...
# suiteflow
j
How would I go about only showing field B on a sales order if Field A is answered. We have deposit 1, deposit 2, deposit 3. I don't want to see 2 or 3 until the first one if filled in
j
Workflow with BeforeRecord Load Set Field Display Type action to check Field A, then After Field Edit (on Field A) Set Field Display Type action.
j
Ok I will try that now. Thank you!
Something about these workflows kick my ass. I will attach some photos of what I think is the way you said above. If you get a chance please take a look.
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a
In your workflow you'll need a lot of set field display type actions First we field B and C to hidden Action = set field display type Field = deposit B Display type = hidden Trigger = before record load (Repeat for C) Then you need to change deposit B to Normal when deposit A is edited Action = set field display type Field = deposit B Display type = Normal Trigger = After field edit Triggering client field = deposit A Condition = Deposit A is not empty (Repeat for deposit C accept change the triggering client field to deposit B) Hope this helps
j
ok thanks again. I will give it a shot
Last question I promise. Should these all be under 1 state or should I create multiple states and connect them with the arrows
a
1 state
j
Thanks
a
It doesn't have to be your last question 😜
j
I'm trying to just do 1 of the fields to test to see if it's done correctly. I get the field to hide but can't trigger the show field if edited. Here is what I have
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a
What record is your workflow running on the payment record? Or invoice?
j
Sales order
Oh
Those are just text fields we use to populate for the pdf. They don't connect to the actual deposit
a
So why are you doing a join to a sales order if you are running it on a sales order
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That is trying to find the deposit 1 field on a linked sales order to the one being edited which isn't possible
j
Oh so I don't want that
a
Don't set the record field in your condition just the field to deposit 1
Also this field should be set to deposit 1 not sales order
j
Ok doing that now
a
The face that the WF should be triggered by the current SO being edited is already implied you don't need to try and dictate that in actions as well
j
That did it!
Ok that makes a ton of sense
Thank you a ton
a
Not a problem. Let me know if you need anything else
j
Are you a consultant or no? We are looking for someone that can do some of the work we are unable to handle in house.
a
Yes I can help with that depending on the type of work you are looking for. I can DM you if you want to discuss it more
j
Please do