As an update to this, Automation Steps are deprecated so cannot be supported in the case of issues. The recommendation is to use workflows.

I did get this scenario to function using workflows, but I think because the Bill of Material form doesn’t have a predefined workflow, my new workflow seemed to cause some issues with the way the form functions. This could be my missunderstanding of workflows though, as I’m new to them.

The most reliable solution seemed to be to use a business event and import scenario and I’m probably going to go with that.

I’ve also used a business event for a scenario in Production Orders with a similar solution to that described in 

I’m not sure if this type of functionality can be achieved in workflows?

Is anybody aware of any guidance on when a particular method should/can be used for a particular type of customisation/problem? I want to go for Low/no code where possible, but appreciate there may be circumstances when this is not possible.

It’s really a case of knowing when to stop trying to get something to work by a particular method?

Thanks,

Chris