Quote | Workflow | Sales Rep Location

REQUIREMENT:

Below is snapshot from a Quote. Wherein Yellow Item is an Inventory Item selected at a preferred Location.

And the Red Item is a Non Inventory Item which gets to be automatically added via Workflow when somebody saves the Quote.

Now the problem is, Red Item is defaulting to whatever is selected on Item Record.

Is there a way to tweak the workflow, to default it to the location of Sales Rep who created it?

SOLUTION:

You can try adding this in the sublist group action:

Type = Set Field Value

Parameters:

• Field = Location (Line)
• Value = From FieldRecord(Join Field) = Sales Rep
• Field = Location

Then save.