Populate Subcustomer Fields from Customer Record via Workflow

Populate a Subcustomer Field with a value coming from its related Customer Record via Workflow.

Solution

1. Navigate to Customization > Workflow > Workflows > New

2. Basic Information: 

• Name: Enter Populate Credit Limit on Subcustomer
• Record Type: Select Transaction
• Sub Type: Select Customer
• On Create: Enter Checkmark
• On View Or Update: Enter Checkmark
• Trigger Type: Select -All-

3. Click Save

4. Double click State 1

5. Click New Action

6. Click Set Field Value

7. Basic Information:

• Trigger On: Select Entry

8. Parameters:

• Field: Select Credit Limit

9. Value:

• From Field: Selected
• Record Join Field: Select Parent
• Field: Select Credit Limit
• Note: Select the necessary field value to be sourced.

10. Click Save