Filter Customer Stages when Creating Transactions

To achieve this a combination of using Custom Fields and Workflows is to be used. The idea is to create a Custom Field that will contain the filtered list then forward the selected Customer to the standard Customer field on the Transaction Record. 

I. Create the Custom Field.

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields.

2. Type : List/Record.

3. List/Record : Customer.

4. Store Value is checked.

5. Apply To tab : Select transaction type.

6. Under Display tab set Subtab : Main

7. Under Sourcing and Filtering :

• Filter Using : Stage
• Compare Type : not equal
• Value Is : Lead

8. Enter a Label for the custom field.

9. Click Save & Apply to Forms.

II. Create the Workflow.

1. Navigate to Customization > Scripting > Workflow > New.

Basic Information:

• Name : Filter_Customer_by_Stage 
• Record Type : Transaction
• Sub Types : Estimate (select other transactions desired)

Initiation:

• Mark Event Based

Event Definition:

• On Create : Checked
• On Update : Checked
• Trigger Type : All

2. Click Save.

3. Click New State.

4. Enter Name. Default value is State 1.

5. Click Save.

6. Click on the state box. Will be labeled State 1 if not renamed.

7.  Under Actions > click New Action.

8. Select Set Field Display Type.

Basic Information:

• Trigger On : Before Record Load

Parameters:

• Field : Customer
• Display Type : Disabled or Hidden

9. Click Save.

10. Under Actions tab > click New Action.

11. Select Set Field Value.

Basic Information:

• Trigger On : After Field Edit
• Client Fields : Select the custom field created for this process

Parameters

• Field : Customer

Value > From Field:

• Record : Current Record
• Field : custbody_filtered_customer

12. Click Save.