Resolve Error: “Unexpected Error” Caused by a Workflow Setting the Employee Field on Before Record Load Trigger

Scenario:

Upon saving Expense Reports, the system throws an unexpected error. An existing Workflow with a server-side Set Field Value Action that triggers on Before Record Load is to set the Employee field upon creation of Expense Reports then the Currency field is auto-populated via Sourcing based on the employee.

Server-side triggers does not respect Form Events such as Sourcing, which are client-side triggers. With the current setup of the Workflow, auto-populating the Employee field will not trigger the Currency field to auto-populate, thus causing the error. To resolve the error, a separate workflow should be created.

Solution:

1.Edit the Workflow that sets the default Employee field

• Navigate to Customization > Workflow > Workflows
• Preferred Workflow: Click Edit
• Double click State
• Preferred Set Field Value action: Click Set Field Value
• Basic Information:
  • Trigger On: Select Before User Edit
• Click Save

2. Create a Workflow that will source the Employee’s Default Currency

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information: 
   • Name: Enter Set Company Field Test 
   • Record Type: SelectTransaction
   • Sub-type: Select Expense Report
   • Execute as Admin: Enter Checkmark 
   • Released Status: Select Released 
   • Keep Instance and History: Select Always 
   • Enable Logging: Enter Checkmark
3. Event Definition: 
   • On Create: Enter Checkmark 
   • On View or Update: Enter Checkmark
4. Double click State
5. Bottom right corner: Click New Action
6. Click Set Field Value
7. Basic Information:
   • Trigger On: Select Before Record Load
8. Parameters:
   • Field: Select Expense Report Currency
   • From Field: Enter Checkmark
     • Record (Join Field): Select Entity (Employee)
     • Field: Select Default Currency
9. Click Save