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I am having a problem with a workflow. I created it to zero out a fee for certain products. So whenever a 'add-on fee' is placed on an order (aka 3rd party fee) it is supposed to update the price to zero i.e. indicate it is non-billable.
A little background: the add-on fees are called disbursements and are tracked using a custom entity called the disbursement line item. This is where I created the workflow. And set it to update the field Billable from default of Yes, to No. when the record is created it should default these products to non-billable.
What's odd too is that in looking at the system jobs it says it ran successfully but the records don't update. the fee still shows as billable. I am at a lost!
Thanks for your help!!
Off the top of my head, the Billable field looks like you are setting it to itself (with a Default of No - so if it is currently set Yes you are telling it to remain Yes). ie. you probably hit the Add button on the field, and then clicked the "No" and then hit the Ok button (the box under the Add button needs to be empty with just the default set No when you hit Ok button)
And set it to update the field Billable from default of Yes, to No. when the record is created it should default these products to non-billable.
So you need to set No for the field Billable, you don't have to use the dynamic value.
Please refer to the screenshot.
That did it! Thanks Lu!
Glad it helped.
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