Workflow Defaulting



I’m trying to create a workflow that brings in the amount of credit for a customer on the customer’s most recent invoice.


I have the new “Credit Amount” field created on the Invoice form but I’m having trouble bringing the amount over from the Credit Memo to the Invoice.


I’m not sure what to use for “Triggering Client Fields” or how to reach out to the data correctly. I’ve tried using the formula “CASE WHEN {type}=’Credit Memo’ THEN {Amount} ELSE 0 END”

But that just brings back 0 every time because the workflow is applied to Invoices and intended to grab the data from the Credit Memo.

Beginner Asked on July 28, 2020 in SuiteFlow.
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