I have a custom field on the customer record that sources the sales rep. I do this so that the field can be visible on the vendor record. We have a lot of customer/vendor relationship records. There is a workflow that sets this field on after submit. The problem is when users save the vendor record, the value goes away because there is no "sales rep" value on vendors. I have tried filtering out vendors from the workflow step without any luck. Any insight?

“I do this so that the field can be visible on the vendor record” I’m not sure what you mean by this statement. Where is it “visible” on the vendor record?

The field is also turned on for vendor records. We make a lot of our customers vendors so that we can pay them. This field will allow us to see who is the sales rep associated with that customer even when the user is looking at their vendor record.

then this statement doesn’t make sense

the value goes away because there is no "sales rep" value on vendor

It shows up when the customer record is saved but then if you edit and save the vendor record, it overrides to blank. Sorry, a bit confusing from me.

so why is it running on vendor then?

Great question but it is. Probably because they're linked accounts.

Sounds like you need to tweak the WF somehow to check if it’s a vendor

Yeah, I tried that. All my customer workflows run on these particular vendors since they're also technically customers.

hmmmm

hmmmm is right. i've been staring at this problem for too long.

I wonder if it can be achieved by UserEvent instead? Maybe that does a better job of only running on the record type you want.

I'll try that and see what happens. shouldn't be too complicated of a script. just a few lines.

the question really boils down to “how do I have something only run on Customer when the record is both Customer and Vendor”

Exactly. And SuiteAnswers has not been too helpful. I'll let you know how the script goes. Fingers crossed.

SA is never helpful

😄 Hi!