[davefelice]

Does anyone know the steps to create a workflow that would change an estimate’s custom field value IF a sales order button is clicked on that estimate record? We have a long list of custom statuses that are available on Estimates/SalesOrders/PurchaseOrders. I am hoping to avoid going backwards to the origin record to keep updating throughout the order life cycle.

Example:

Estimate Record:

Custom Field Dropdown Value – “To Be Turned into a Sales Order”

Sales Order Button is Clicked

New Sales Order record is Saved

Original Created From Estimate Record:

Custom Field Dropdown Value – “Now a Sales Order”

Anyone have any ideas how to accomplish this?

Thanks
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[fjannelle]

Good morning Dave,

Are all values from this custom list based off related records? Created from and related records? I could see the use of a simpler saved search field over a workflow to indicate the custom status. But that all depends on the complexity of your statuses.

Back to the workflow:

Ideally this workflow should be triggered only when the Sales Order is saved rather than when the button is clicked. Therefore what you should be aiming for is a Workflow triggered on After Record Submit. For your Sales Order from Estimate example you will need to add a ‘Go To Record’ action with Record Type = Transaction, ID = Created From and then set the Field to your custom field and the value to the desired value. You will need different logic based on if this is Create or Delete (I assume deleting the SO will change the status of the estimate to something different).

Best regards,

[davefelice]

Thanks for the response. I am extremely new to workflows. I have set current record fields on creation and that is about it. I thought I entered what you mentioned ‘Go To Record’ action with Record Type = Transaction, ID = Created From and then set the Field to your custom field and the value to the desired value on my sales order workflow, however, when I save the sales order, nothing has changed if I go back to the estimate. I looked, and the workflow history appears only on the sales order record entered and exited. I have to be missing a step. Any additional notes?

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