Wednesday, December 12, 2018

Reload Customer record for field sourcing in Workflow

If the Customer field has already been populated and the record has been opened by clicking a button created by a workflow, there are scenarios wherein it does not populate sourced fields, such as Tax Item. This article demonstrates how to reload the Customer field without any actions from the user. Reloading the Customer field ensures that field sourcing happens on the backend.

1. Create a new workflow by navigating to  Customization > Workflow > Workflows > New.

2. Define the workflow
   a. Name = Return Authorization
   b. Record Type = Transaction
   c. Sub Types = Return Authorization
   d. Release Status = Released
   e. On Create = True
   f. Trigger Type = All
   g. Condition: Customer Is Not Empty
   h. Click Save.

3. To add a workflow state, click New State and set Name = Reload Customer, then hit Save.

4. To create an action to the state, click on the Reload Customer state and click New Action.
   a. Select Set Field Value.
   b. Trigger On = Entry
   c. Parameters: Field = Customer
   d. Value:
      d.1. Record = Current Record
      d.2. Field = Customer
   f. Click Save.

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