Associate a Phone Call Record to a Transaction using Workflow

1. Create a new Workflow. Navigate to Customization > Workflows > Workflow > New

 

2. Define Workflow Basic Information

    2.1 Record Type = Transaction
    2.2 Sub Types = Invoice

    2.3 Execute as Admin = Checked

 

3. Define Workflow Initiation

    3.1 On Create/On Update = TRUE
    3.2 Trigger type = After Record Submit

4. Create Workflow State. Click New State and Set Name = Entry

5. Add action to State. Click New Action
    5.1 Select Create Record
    5.2 Trigger on = After Record Submit
    5.3 Record Type = Phone Call
    5.4 Set the following Parameters :
          Title = Phone call workflow
          Status = Scheduled
          Assigned = Current User
          Company =  Customer  
          Transaction = Current Record

 

To test:

1. Create or Edit an Invoice Transaction

2. Save

3. Click History subtab > Activities.

 

Result:  A new phone call is created and associated to the Invoice Transaction