RE: Scheduled Workflow to Updated Custom Stored Field Value from Non-Stored Value Field

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I have a non-stored value custom field on the customer record to show sales by month for the current year, derived from a saved search. I want to be able to access this field via other saved searches, so to do that I created a similar hidden field as stored value. I am trying to update that field via a scheduled workflow, but I can’t get it to work. I set both fields to free-form text thinking that was my issue, but still doesn’t work. Can someone help me figure out what’s wrong with this? I attached screenshots of workflow and action – the action is set to trigger on entry.

Scheduled Workflow to Updated Custom Stored Field Value from Non-Stored Value Field

Scheduled Workflow to Updated Custom Stored Field Value from Non-Stored Value Field

AmandaFlynn Beginner Asked on December 19, 2019 in SuiteFlow.
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2 Answers

As a general rule – I try to restrict my test runs of these to a smaller subset where I’ll be able to tell if it worked. Then the 10-20 record cap doesn’t impact me. (I have experienced mixed results as to exactly what number of records it updates)

Advanced Answered on December 20, 2019.
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