RE: How can I reference pull data form a workflow custom field onto Transaction Record?

Trying to pull the Purchase Order Approved By name from the workflow field onto the Purchase Order to add onto the Advance PDF form

Randal Rookie Asked on March 17, 2022 in How To's.
Add Comment
1 Answers

My advice: don’t use workflow fields. They’re only referenceable internally inside the workflow, and you inevitably have cause to reference them in other situation like saved search, other workflows, etc.  So to get that value, you’d have to write that data to a normal field on the transaction, meaning you might as well have just created the custom field and written the data to that custom field to begin with, rather than a workflow field.

Intermediate Answered on March 17, 2022.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.