Use the Transform Record action to transform the data on a transaction record into another transaction record type. You can create workflows that processes transaction by transforming them into the next record type in a transaction record life cycle. For example, you can create a workflow to process sales orders and create invoices based on the appropriate date range, amounts, or other criteria.
Use the Transform Record action to transform the following types of records:
Assembly Build
Cash Sale
Estimate
Invoice
Opportunity
Purchase Order
Return Authorization
Sales Order
Vendor Bill
Vendor Return Authorization
Work Order
When you transform a record, the base record type for the workflow does not change. For example, if you transform an Estimate into a Purchase Order, the record in the workflow is still an Estimate. You can use the Go To Record action to send the user to the newly created record, or create another workflow that uses a Transaction and Purchase Order as the base record type and sub type.