Scenario
In some circumstances, sending the name or id value of one record to the List/Record field of another record requires a procedure. For instance, when a new customer record is generated, the name of the newly created customer appears inside the customer List/Record field of a new Sales Order record, pre-populated.
Solution
- Navigate to Customization > Workflow > Workflows > New
- Basic Information:
- Name: Enter Name
- Example: WF Customer to Sales Order
- Record Type: Select Customer
- Sub Types: Select Customer, Lead, and Prospect
- Execute as Admin: Enter Checkmark
- Released Status: Select Released
- Keep Instance and History: Select Always
3.Event Definition:
- On Create: Enter Checkmark
- Click Save
4.Click State 1
5.Bottom right corner: Click New Action
6.Click Go To Record
7.Basic Information:
- Trigger On: Select After Record Submit
8.Parameters:
- Field: Select Customer
- Record Type: Select Sales Order
- Selection: Select Current Record
9.Click Save