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how to populate class field on historical transactions? the field was hidden before so wasnt getting populated. it exists on the Items but was not populated on the Sales Order due to the field not being shown

you had to first add the field, and then you can do a mass update to populate the correct class.

there are other options like csv import and scheduled workflow task...all would work

<@UHQ6BDUAX> we have about 100 different Classes, would I need to do a vlookup to match each line with the correct class?? how can I do this via mass update or workflow?

<@U0102B97XBM> I would make a saved search of sales order lines that are missing the class and then a scheduled workflow to set the transaction line.class = item.class

i mean, there are plenty of ways to do this

you can make a saved search of the missing so lines and include the item.class in the results...and then csv import that file back in...although that's limited to 25k lines per import

thanks <@UHQ6BDUAX> i will start with the workflow

limit your search to one transaction to test it...

<@UHQ6BDUAX> dont think I can do this via workflow, just scripting it

i've done it with a mass update.  I don't see anything preventing this from happening in a scheduled workflow.  Scripting works too though.

last time i did it was just a case of copying over the item.class to each line which I did in a workflow and just let it run.