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Edgar Valdes

04/06/2022, 9:24 PM
Hi guys... Is it possible to sum a sublist column value inside a workflow? Without using a script.
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AI1

04/06/2022, 9:26 PM
Yes...kind of. You would just need to make a custom field sourced by a Saved Search on the record/transaction, then you can use that custom field in your workflow
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Jordan Brandley

04/07/2022, 12:30 AM
Or you could add a "workflow" custom field and create a sublist group that loops through the sublist and adds to the workflow field. Then you could use the workflow field
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Mark C

04/07/2022, 1:53 PM
But wouldn't that only work on "Items" sublists? I think that's the only sublist exposed in Workflows. Strangely, I was just starting a similar project yesterday afternoon, but it's a custom record/sublist which I can't get to in the workflow itself - but I like the saved search idea.
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AI1

04/07/2022, 1:54 PM
Yes @Mark C only the Items sublist is available to workflows at this time
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Edgar Valdes

04/07/2022, 3:25 PM
Thanks @AI1 @Jordan Brandley @Mark C
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