Sunday, March 10, 2019

Workflow to set transaction body field default value for only a certain transaction subtype (Eg Cash Sale, Credit Memo, etc)

To set a default value for a specific transaction subtype follow these instructions:


  1. Navigate to Customization > Workflow > Workflows > New
    Name the workflow
    - Set type to Transaction
    For Sub Types select the transaction sub types to set a default value for
    - Select Event Based Initiation and check On Create and On Update
    - Set Release Status to Released
    - Save the workflow

  2. Click State 1,and rename it to a descriptive label.
    - Select the state and create a new action for Set Field Value
    - Set the field to be the field that needs a default value
    - Set the default value to the one desired
    - Set Trigger On to Before User Edit.
    - Save the action


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