Users sometimes want to establish a Custom Transaction Line Field that acts as a Line Number, automatically assigning sequential values based on the existing Item Line Number.
Solution
Create the Custom Transaction Line Field
- Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New
- Label: Enter Line Number
- ID: Enter _line_number
- Type: Select Integer
- Store Value: Enter Checkmark
- Click Applies To
- Sale: Enter Checkmark
7. Click Save
Create a Workflow
1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
- Name: Enter Set Line Number Value
- Record Type: Select Transaction
- Subtype: Select Invoice
- Execute As Admin: Enter a checkmark
- Release Status: Select Released
- Keep Instance and History: Select Always
- Enable Logging: Enter Checkmark
- Trigger Type: Select All
3. Event Definition:
- On Create: Enter Checkmark
- On View or Update: Enter Checkmark
4. Click Save
5. Click State 1
6. Click New Field
7. Basic Information:
- Label: Enter Counter
- ID: Enter _counter
- Type: Select Integer
- Default Value: Enter 0
8. Click Save
9. State 1: Double-click
10. Click New Sublist Group
11. Basic Information:
- Trigger On: Select Before Record Submit
- Sublist: Select Items
12. Click Save
13. State 1: Double-click
14. Click New Sublist Group
15. Click Set Field Value
16. Basic Information:
- Field: Select Counter (State)
- Formula: Enter {custwfstate_counter}+1
17. Click Save
18. State 1: Double-click
19. Click New Sublist Group
20. Click Set Field Value
21. Basic Information:
- Field: Select Line Number (Line)
- Formula: Enter {custwfstate_counter}
22. Click Save