Friday, March 29, 2019

Set a default Department for Web Orders using Workflow

To create the workflow:


1. Navigate to Customization > Workflow > Workflows > New.
2. Set the following:

Name: For example, "
Set default Department for Web Orders"
Record Type: Transaction

Sub Types: Sales Order
Execute as Admin is checked
Release Status: Released
Event Based: On Create
Trigger Type: All

Context: Web Store

3. Click Save.
4. Click New State.
5. Enter a Name then click Save.
6. Click State 1 > New Action.
7. Click Set Field Value.
8. Set Trigger On = Entry.

9. Set Context = Web Store.
10. In the Parameters section, set Field =
Department (Main).
11. In the Value section, mark Static Value and select the default Department value in the Selection field.
12. Click Save.

This is an alternate solution for Enhancement 70054 - Web Store > Customer needs to keep web and internal orders separate and would like to have default department for web orders.

No comments:

Post a Comment