Dynamically set text values with HTML tags via workflow.
Solution
As an example, we will use the Invoice record type for this scenario with the assumption that we are going to use it in an HTML tag-supported field (i.e. Inline HTML or Rich Text Box).
1. Create a JavaScript file with the following codes
function workflowAction(id,type,form) {
if(type == ‘create’){
var stringval = nlapiGetContext().getSetting(‘SCRIPT’,’custscrip1′).replace(/</g,'<‘).replace(/>/g, ‘>’);
nlapiSubmitField(“invoice”, nlapiGetRecordId(), “instructions_field”,stringval);
}
}
2. Create and Deploy the script:
Type: workflow Action Script
name: workflow_action_script.js
function: workflowAction
parameters: Text to Set (custscrip1) – Free Form Text
Save
applies to: invoice
status: released
log level: debug
execute as: administrator
roles: all roles
save
3. Create a workflow
Name: Set HTML tags via Workflow
Record Type: Transasction -> Invoice
Initiation: Event based
Event Definition: On Create
Trigger: After Record Submit
Save
4. Create a state field:
Name: Text to set
Type: Free-Form Text
Save
5. On State 1:
Name: Set HTML tags via Workflow
Record Type: Transasction -> Invoice
Initiation: Event based
Event Definition: On Create
Select
Name: Text to set
Type: Free-Form Text
Create a new Action: Workflow Action Script (Custom)
Trigger On: Entry
On the Parameter Section:
Text to set: Value Field -> Text to set(state)
Save
6. To add the text that we want to set, we can go to the state field and add a default value or create a new action (i.e. set field value).