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Good morning everyone!
I'm trying to have a field update when a new Order is create on the Order itself.
Once the Customer (Account Name) is selected, I would like the process to update the Order Form with a field from Accounts called Credit Approved. Please note, I have relabeled the Accounts entity as Businesses.
This is what I have done so far with some screen shots.
1. Created a field in Orders "Credit Approved" with the same properties as the Accounts "Credit Approved" field including the same Option set.
2. Create a Process under the Order Entity, Workflow, Run this workflow in the background, Record fields change "Customer".
3. First step is a Condition first confirming the Order Customer field contains data, and the Account Business Credit Approved field equals Yes or Credit Card.
4. Second Step is Update Record, where I have the Order "Credit Approved" filled with Credit Approved from Account (Businesses).
I have activated the process, and tested on several Orders saving the Order to see if the field updates.
What am I doing wrong?
Make sure that the conditions are true when the WF is triggered.
One recommendation could be set the field Credit Approved from Account (Businesses) in the form, check if you have value when you change, if it works just hide the field in the form.
Thanks for your reply. I tried as you suggested and still am not getting the field update.
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