This topic contains 1 reply, has 0 voices, and was last updated by mcelosa 8 years, 8 months ago.

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  • #4634

    FernKathy

    Hi everyone,

    I have created the estimate workflow following the instruction of ‘create a estimate approve workflow’ in suite answer. but it doesn’t work. i added an action in ‘Entry’ state to show message {supervisor}. it showed null, even i had set the supervisor of sales rep. why? Thanks in advance for your help.
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  • #4635

    mcelosa

    The reason is ‘supervisor’ is not included in the metadata of an Estimate record. If you’re using formula, you would need to use join fields. Have you tried using this:

    {salesrep.supervisor}

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