Hey All, My brain is mush. Can someone tell me… Are you able to take Main Line information from a field and have it automatically go to the Item Level? Example: Sales Order = Mainline custom date field. <Customer requested date> Are we able to bring that into the item field for each individual item?

You can, but there are limited Trigger points such as Entry, Exit, Before Record Load, After Record Submit, etc that means if you change the header level information it wont update at item level unless you save the record @Chris

Right. So bringing that in via a Workflow is the only way.

If you are talking about historical records before the workflow is deployed then YES

you can also create a line level field with the formula representing your main line/header level

Ohhh. The formula rule seems like a good way

yeah., but in that case you will have to uncheck store value option in the line level custom field which means you wont be able to pull the values of that field in case if you create a report or search

@Abrar Shaikh he can if he create a secondly custom transaction field store value and use workflow to set field value from dynamical custom field to custom field with store value

@Marc That was actually my first solution:)

@Abrar Shaikh Oh I was thinking your first message is to create a workflow to copy header field to line field with sublist item

This could be done with. Client Script and or a Map/Reduce Script with out having to touch each record manually.