Show a Pop-up User Message/Note When a Customer Is Selected in Sales Order

Written by
Junica Ann Capili
Published on
July 21st, 2023

Scenario

There are scenarios when a user should be notified by a pop-up message after selecting a Customer in a Sales Order transaction.

Solution

  1. Navigate toCustomization>Workflow>Workflows>New
  2. Basic Information:
    • Name:EnterShow Message on Sales Order
    • Record Type:SelectTransaction
    • Sub Types:SelectSales Order
    • Execute as Admin:EnterCheckmark
    • Released Status:SelectReleased
    • Keep Instance and History:SelectAlways
    • Enable Logging:EnterCheckmark
  3. Event Definition:
    • On Create:EnterCheckmark
    • On View or Update:EnterCheckmark
  4. ClickSave
  5. ClickState 1
  6. Bottom right corner: Click+New Action
  7. ClickShow Message
  8. Basic Information:
    • Trigger On:SelectAfter Field Sourcing
  9. Triggering Client Fields:
    • Trigger Client Fields:SelectEntity
  10. Parameters:
    • Text:Enter{entity}
      Note:Enter the text that the user should see in the pop-up message. Use {entity} if the name of the Customer should be included in the message.
  11. ClickSave