How can I make a workflow that if a sales order th...
# generalk
Kendra Borkholder
02/22/2023, 4:17 PMHow can I make a workflow that if a sales order that is imported via CSV is over 3,500$ , the ship carrier and method are specific selections? (new to workflows so if. this is possible as layman instructions as possible LOL)
m
MGBC
02/22/2023, 6:02 PMFirst create your workflow setting it to the Transaction Type and Sales order Subtype
MGBC
02/22/2023, 6:02 PMMake it an event based work order by marking the On Create checkbox
MGBC
02/22/2023, 6:04 PMThen in State 1 add a Set Field Value action (Before Record Submit). to set the field Ship Via to [whatever you want your hsip method to be]
Add a condition of Total > $3500
MGBC
02/22/2023, 6:04 PMAlso add CSV Import in the Context box
MGBC
02/22/2023, 6:05 PMmessage has been deleted
s
Stuart Anderton
02/23/2023, 9:22 AMWill On Create catch it if a CSV builds line by line, ie the later adds will be EDIT not CREATE?
k
Kendra Borkholder
02/23/2023, 1:20 PMahhhh thank you @MGBC!!
Kendra Borkholder
02/23/2023, 4:38 PM@MGBC Could I create a WF to change the ship via like this , but specific to customer? If so how would I tell the WF the customer?
m
MGBC
02/23/2023, 4:54 PM@Stuart Anderton yes if the transaction is created by CSV it will work even if multiple lines are in the CSV. However, If you are trying to update or change the lines on an existing transaction via CSV then your would need EDIT as well.
👍 1
MGBC
02/23/2023, 4:55 PM@Kendra Borkholder yes just add a condition in your Set Field Value action of Customer = XXXX then the action would only triggger for that specific Customer
k
Kendra Borkholder
02/24/2023, 6:58 PM@MGBC is it possible to select multiple customers for a specific workflow? or do you have to create a new workflow action for each customer ?
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