For new transactions, create a new workflow as mentioned in the description.
- Navigate to Customization > Workflow > Workflows > New
- On the Workflow setup page, click the set the fields below:
- Name: <Set your Workflow name here>
- Record Type: Transaction
- Sub Types: <Select any transaction type>
- Execute as Admin: Yes
- Release Status: Testing/Released
- Keep Instance and History: Yes
- Enable Logging: Yes
- On Create: Yes
- Create the Custom Field:
- In this part, you can either create a Custom Body Field or a Custom Workflow field. Set the values of the fields below:
- Label: Created by
- Type: List/Record
- List/Record: Employee
- Store Value: Yes
- Display Type: Disabled
- Create the Action:
- On State 1, Click on New Action > Set Field Value
- On the Action setup, set the fields below:
- Event Type: Create
- Field: Created by (Workflow)
- Static Value: Yes
- Selection: Current User
- Result:
- Once a user has successfully made a Transaction, the field should now show up under System Information > Workflow History:
- Open image.png
Risks
- This solution will only be applied to future transactions.
- Need to update the values on existing records with the actual creator value using CSV import.
- Create a saved search using Criteria System Note.type as Create and Results as Internal ID, and Set By field.
- If other transactions require setup, include the transaction type in the workflow and change existing records’ values using CSV import.