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#suiteflow
Title
# suiteflow
m

mg2017

04/07/2022, 5:55 PM
Is it possible to set a field value on a related record? For instance, we have a button to create a PO from a case record. The PO has a field that references the case it was created from. When a PO is created we want a checkbox flagged on the Case record.
t

Tristan Day

04/07/2022, 6:58 PM
with a workflow action (script), yes - or you can have a list/record field on the Case and store the record you create in that record.
m

mg2017

04/07/2022, 10:50 PM
OK, thanks for the tip.
a

AI1

04/07/2022, 11:46 PM
If you are making a PO from a case isn't the workflow already running on your case record? If so why can't you just check the box using your current WF?
n

Netsuite Tragic

04/08/2022, 3:47 AM
I think you can also set the newly created case's ID on the original record as part of standard workflow functionality on Create Record workflow action.
m

mg2017

04/08/2022, 9:03 AM
@AI1 - I am, however, the checkbox on the case will only get marked once a particular field on the PO has been set.
n

Netsuite Tragic

04/08/2022, 11:02 AM
@mg2017 you can use a different Casen workflow to set that field. use a saved search to identify the Cases that now qualify as being set. Also, can that field just be a Field with a Lookup sourcing to the other record?
m

mg2017

04/08/2022, 11:29 AM
Actually, that was my backup plan, to use a saved search and run a scheduled WF, but I wanted to see if it was possible using a single WF.
a

AI1

04/08/2022, 12:11 PM
You can use the subscribe to record action to do what you are describing
m

mg2017

04/08/2022, 1:57 PM
Really? I've never used the subscribe to record
a

AI1

04/08/2022, 4:30 PM
Yes you can subscribe to the create PO record then perform transitions or action in the Case WF based on things that happen to the PO record you have subscribed to It's a little tricky to get working but I have done it
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