[jsheaffer]

I am trying to execute a workflow that runs when a certain line item is present in an invoice. The invoice contains the added item, but looking in the workflow condition builder I cannot see how to do this.

Is this possible? If so, how can i target those items? If not, what alternatives are there?
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[k_dunc]

Hi jsheaffer,

I guess you could do something like this by triggering the Workflow to run from a Saved Search. In the Transaction Saved Search, you would set up the Filter to specifically find Invoices containing this line item. This would then trigger your Workflow. You’d then also need something in your Invoice (a custom Checkbox field perhaps) that then excludes this Invoice in future Workflows.

An alternative approach is to do it through SuiteScript.

[carl.billings]

Kirk is correct. Run this as a scheduled workflow from a saved search. One of my tricks is to look for transactions that havent entered my particular workflow rather than the checkbox.

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al3xicon replied on 07/21/2016, 06:41 AM: Carl – this intrigues me – can you elaborate on this setup? Sounds like something I might be able to implement.

[Rone]

Hello All,

Thanks for the tip. Finally got my workflows to work

[carl.billings]

​al3xicon . I copied the technique from andrewbevins who set up a workflow to identify specific invoices related to collections activity. Those invoices already within the workflow didnt need to be grabbed to be placed in the first position of the funnel. The criteria of the search looks for workflows active on the record itself and excludes those transactions already functioning in the specific workflow.

[rudler]

WF doesn’t generally work on line items of transactions records (invoices, SO’s, etc.), but you can create a WF action script like demonstrated here: https://netsuite.custhelp.com/app/an…lue%20workflow

I have a need to set the service item after the project has been selected on the line item of a sales order, but don’t know if it’s possible.

[torin@aminian.com]

You should be able to set fields on an invoice based upon the line items in the linked SO. Use Created From : Item in the conditions section.

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