How to Source the values from a customer record/employee record in the creation of a Sales order in a CSV context

Summary

There are two custom checkboxes are created in the sales order record. This custom field will source the value from the customer and employee record during the selection of the customer or the sales rep while creating a sales order record through UI.

How to source the values while creating a sales order through CSV context

Solution

1. Identify the script execution context.
2. Using workflow after submit to set the value in the checkbox.
3. This workflow exclude the context, UI.
4. Also, inform client . In the time of CSV import check the checkbox allow script to trigger the scripts and workflow.