For new transactions, create a new workflow as mentioned in the description. Navigate to Customization > Workflow > Workflows > New On the Workflow setup page, click the set the fields below: Name: <Set your Workflow name here> Record Type: Transaction Sub Types: <Select any transaction type> Execute as Admin: Yes Release Status: Testing/Released Keep… Continue reading Created By field Setup in Sales Order
Tag: created by
Source the creator of record
Create a Custom Field that sources the Name of who created the record using a Summary Saved Search.