A. Create a custom item field:
1. Navigate to Customization > Lists, Records, & Fields > Item Fields > New.
2. Enter a name in the Label field.
3. Under Applies To tab, mark all item types where the field should display.
4. Click Save.
B. Create a custom workflow that will copy the value of the standard Manufacturer Tariff field to the Custom Manufacturer Tariff field from Step A.
1. Navigate to Customization > Scripting > Workflows > New.
2. Enter a value for the Name field. (Ex. Custom Manufacturer Tariff Workflow)
3. Select Item in the Record Type field. (Select Sub Types applicable)
4. Check Execute as Admin check box.
5. Check Enable Logging check box. (optional)
6. Set the Release Status to Released.
7. Under Event Definition, check On Create and On Update check boxes.
8. Set the Trigger Type to After Record Submit.
9. Click Save.
10. Click the New State button on the Diagram section.
11. Enter a value for the Name field. (Ex. Set Custom Manufacturer Tariff)
12. Save.
13. Click the Set Custom Manufacturer Tariff state under the Diagram section.
14. Click New Action button on Workflow State section.
15. Click Set Field Value.
16. Select Custom Manufacturer Tariff (custom field from A) in the Field drop down under Parameters.
16. Click the Formula radio button in the Value section.
17. Enter {manufacturertariff} in the formula field.
18. Click Save.
Result: Every time a new item is created or an existing item is edited, the value of the Custom Manufacturer Tariff is set based on the value of the standard Manufacturer Tariff field.
Note: The new custom field will be blank for existing items unless you update each record. To update multiple items, create a saved search that contains the cases with Custom Manufacturer Tariff is empty . Then either perform Inline Editing or CSV import or edit the Workflow using the following steps:
1. Click the Scheduled radio button.
2. Select the item saved search in the Saved Search field.
3. Save.
Check the result of your saved search after an hour. If the search result is already empty, you may update the workflow to use Event Based Initiation (same settings as described in step B).
No comments:
Post a Comment