Add Button to Load Record on Edit Mode via the Workflow Manager

A user requires a button to load a record in Edit mode via the SuiteFlow Manager. 

 

Solution

1. Navigate to Customization > Workflow > Workflows > New
2. On the Workflow Creation Page, set up the following values:
3. Name: Enter Name
4. Record Type: Select Transaction
5. Sub Types: Click Estimate 
6. Execute As Admin: Enter Checkmark
7. Release Status: Select Released
8. Initiation: Click Event Based
9. On View or Update: Enter Checkmark
10. Trigger Type: Select -All-
11. Context: Click User Interface
12. Click on Save
13. Workflow Panel: Click Pencil icon
14. Click Fields 
15. Click New Workflow Field 
16. Label: Enter Estimate ID
17. Type: Select List/Record
18. List/Record: Select Transaction
19. Store Value: Enter Checkmark
20. Click Save
21. Workspace: Double Click State 1
22. Click on New Action
23. Click Add Button
24. Trigger On: Before Record Load
25. Label: Enter Edit Mode
26. Click Save
27. Workspace: Click New State
28. Double Click State 2
29. Click New Action
30. Click Set Field Value
31. Trigger On: Select Entry
32. Field: Select Estimate ID (Workflow)
33. Click Static Value
34. Selection: Select Current Record
35. Click Save
36. Double Click State 2
37. Click New Action
38. Click Go To Record
39. Trigger On: Select Entry
40. Record Type: Select Estimate
41. Field: Select Estimate ID (Workflow)
42. Open in Edit Mode: Enter Checkmark  
43. Click Save
44.  Double Click State 1
45. Click Transitions
46.  Click New Transitions
47.  To: Select State 2
48.  Execute on Button: Select Edit Mode
49.  Click Save
50. Click Save again on the Workflow State