Skip to main content

@Naveen Boga  

I need to create a workflow condition such that when a user creates a new service order, and does not have a service item in the details, the status on the document will change.  My issue is accessing the document details grid to use in a condition.  It seems that when doing a workflow I can use any of the FS.ServiceOrder DAC fields in a condition/action but none of the FS.SODet (details) fields.  Is there some secret method to making the details available?  Note: I am not a coder and am looking for non-coding solutions.  Thanks.

 

 

Hi, @dgross54  Yes, we cannot add conditions for the Details tab fields. It seems this is a limitation of workflow automation steps from the Customization Project.

But, I think we can write the workflow code to based on the Details tab fields → It requires coding skills.

As far as I see, it requires customization, without coding, I don’t think we can achieve this.

 

 

 

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved