Skip to content

Workflows and automation FAQ — page 4

All FAQ topics / Workflows and automation

156 questions · page 4 of 4

Workflows and automation

A persistent custom field tracks which Sales Manager is currently assigned to a Salesman, and a second custom field on Customer Order is meant to record that Sales Manager's ID at the moment an order is released, so it can be reported on historically even if the Salesman's manager assignment later changes. A Custom Event built to copy this value across on release fires without error but never actually updates the target field. Where's the issue, and what's a working approach?