[TechDynamism]

I would like to write an Estimate Approval workflow that will trigger if the Price Level for the item selected is Custom (i.e. not an existing Price Level). However, when I go in the Workflow Condition, “Price Level” is not a field that I can select. Any ideas on how I can implement this? Thanks!
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[mlucentales]

Hi,

Price Level is a column in the Items sublist. Currently we cannot use sublist fields as workflow conditions. Please refer to Enhancement 183283: Workflow > Ability to access sublist on the criteria

Based on the enhancement, an alternate solution is to use workflow action scripts.

Depending on your estimate approval process, another alternate solution is for you to create a saved search and use it to trigger your workflow (scheduled).

[stevelations]

You can consider using a saved search transition to get around the sublist limitation in this case. Create a saved search that has items with custom pricing (Use the criteria “none of” and select all the values, since Custom is not an option in search criteria). Create a workflow transition that goes from Entry to Pending Approval and use the saved search as the transition criteria.

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