Set the Currency Field on Non-Inventory Items to be Available for Editing

Written by
Milkie Fernandez
Published on
May 31, 2023 at 8:31:43 AM PDT May 31, 2023 at 8:31:43 AM PDTst, May 31, 2023 at 8:31:43 AM PDT

Scenario

By default, the Currency field in the Non-Inventory Item record is set as Disabled which does not allow users to edit the field. This setting can be bypassed by creating a workflow to set field display as Normal.

Solution

  1. Navigate toCustomization>Workflow>Workflows>New

  2. Basic Information:

    • Name:EnterCurrency Display

    • Record Type:SelectItem

    • Sub Types:SelectNon-Inventory Part

    • Release Status:SelectReleased

    • Keep Instance and History:SelectAlways

    • Enable Logging:EnterCheckmark

  3. Event Definition:

    • On Create:EnterCheckmark

    • On View or Update:EnterCheckmark

  4. ClickSave

  5. Double-clickState 1

  6. ClickNew Action

  7. ClickSet Field Display Type

  8. Basic Information:

    • Trigger On:SelectBefore Record Load

  9. Parameters:

    • Field:SelectCurrency

    • Display Type:SelectNormal

  10. ClickSave