Populate Customer ID from Sales Order to Deposit with Workflow and Go To Record Action

Scenario

Populate Customer ID from Sales Order transaction to Deposit with the use of workflow and Go To Record action.

 

Solution

 

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:

• Name: Enter Name
• Record Type: Select Transaction
• Sub Types: Select Sales Order

1. Event Definition: 

• On Create: Enter Checkmark
• On View or Update: Enter Checkmark

1. Click Save
2. Click State 1
3. Bottom Right Corner: Click New Action
4. Click Go To Record
5. Parameters:

• Record Type: Select Customer Deposit
• Field: Select Customer (Payments and Deposits)
• Value Field: Select Customer

1. Click Save