Scenario
User needs to populate the Customer Message field based on the item selected in the Invoice. This can be achieved by creating a workflow.
Solution
- Navigate to Customization > Workflow > Workflows > New
- Basic Information:
- Name: Enter Set Customer Message Field Based on Line Item
- Record Type: Select Transaction
- Sub Types: Select Invoice
- Release 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.Click Save
5.Double Click State 1
6.Click New Sublist Group
7.Basic Information:
- Trigger On: Select After Record Submit
8.Parameters:
- Sublist: Select Items
9. Click Save
10.Click Sublist Action Group
11.Click New Action
12.Click Set Field Value
13.Condition: Click Pop-up Icon
- Field: Select Item (Line)
- Compare Type: Select any of
- Selection: Select Item
- Click Save
14. Parameters:
- Field: Select Customer Message
15. Value:
- Select Static Value
- Text: Enter Customer Message Text
16Click Save