Hi @DennyYang14,

If a Sales Order is in Shipping status then the entire document will go to the read-only mode, hence we cannot update any values in the Sales Order screen through cache updates.

You can enable required fields in Automation steps and also coding level, then you can update these fields through cache updates. THIS WE NEED TO CHECK FOR USER DEFINED FIELDS.

I have done a similar kind of functionality for the customized fields but NOT with the user-defined fields, i.e. When Sales Order is in completed status, we need to allow the user to select a few fields and perform a specific task with an action to update other fields. For this functionality, I have enabled fields in Automation steps and enabled in coding level then I can able to update the fields through the cache updates.

Hope this helps!!

@Naveen B 
Hi Captain, as I checked, I can not find the UDF in automation steps.
Is there any other way to enable it?
I also post a similar question here.
 

Hello @DennyYang14 ,

Please find the answer in the question mentioned by @ray20

For the versions, supporting Workflow or Automation steps, refer to the