Redirect to Transaction Record in Edit Mode Using Workflow

User needs to be redirected to the originating Sales Order record in Edit mode after saving a Purchase Order.

Solution

1. Navigate to Customization> Workflow> Workflows> New
2. Basic Information:
   • Name: Enter Redirect PO to SO
   • Record Type: Select Transaction
   • Sub Types: Select Purchase Order
   • Execute as Admin: Enter Checkmark
   • Release Status: Select Released
   • Keep Instance and History: Select Always
   • Enable Logging: Enter Checkmark
3. Event Definition:
   • On Create: Enter Checkmark
   • On View or Update: Enter Checkmark
   • Contexts: Select User Interface
4. Click Save
5. Click State 1
6. Bottom right corner: Click New Action
7. Click Go To Record
8. Basic Information:
   • Trigger On: Select After Record Submit
9. Parameters:
   • Record Type: Select Sales Order
   • Open in Edit Mode: Enter Checkmark
   • Field: Select Created B
10. Click Save