[R3T1CAL]

Hi –

I'm trying to set the value of a custom field based of the value "set by" for a specific system notes context.

Business Requirement:

My fulfillment team has a custom field called "order picker" which displays who picked the order. Currently it's set manually at the time they print the picking ticket. I think I could speed up the picking process a lot by utilizing the "Print Picking Tickets" in batch feature. I have a search that can find and display the user who printed the picking ticket via system notes, I want to set the value of "Order Picker" to the user who caused the sales order to be seen by the search.

So far I created a search that retrieves the information on who printed the order via "Print Picking Tickets" criteria as follows:

Type
is Sales Order

Main Line
is true

System Notes : Field
is Printed Picking Ticket

Applying Transaction : Type
is not Item Fulfillment

Order Picker (Custom Body)
is – unassigned –

Class
is OttoFrei.com

Status
is Sales Order:Pending Fulfillment

My idea is to use a workflow that monitors the results of this search. When a record is added to the search the order picker field is set to the name of the user who caused the record to be seen by the search. Is there a formula I could use in the workflow action that would retrieve the value of set by or the name of the user who cause the search I mentioned above to see the sales order that needed an update.
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