User would like tocreate a workflow that will automatically set user's preferred account when creatingCash Refunds.

1. Navigate toCustomization> Workflow >Workflows > New
2. In theBasic Informationsection, set the following:
   • Name:SetAccounton Cash Refund
   • Record Type:Transaction
   • Sub Types:Cash Refund
   • Release Status:Release
3. In theInitiationsection, selectEvent Based
4. InEvent Definitionsection, set the following
   • CheckOnCreatebox
   • CheckView or Updatebox
   • Trigger Type:After Record Submit
   • Event Types:SelectCreate
5. ClickSave
6. ClickNew State
7. Enter aName
8. ClickSave
9. ClickState 1
10. ClickNew Action Button
11. ClickSet Field Value
12. In theBasic Informationsection, set the following:
    • Trigger On:After Record Submit
    • Event Type:Create
13. In theParameterssection, selectAccountin the Field drop down.
14. In the Value section, set the following:
    • SelectStatic Value
    • Selection:Select yourPreferred account
15. ClickSave