Show a Pop-up User Message/Note When a Customer Is Selected in Sales Order
Published on
July 21, 2023 at 1:32:10 AM PDT July 21, 2023 at 1:32:10 AM PDTst, July 21, 2023 at 1:32:10 AM PDT
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
- Navigate toCustomization>Workflow>Workflows>New
- 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
- Event Definition:
- On Create:EnterCheckmark
- On View or Update:EnterCheckmark
- ClickSave
- ClickState 1
- Bottom right corner: Click+New Action
- ClickShow Message
- Basic Information:
- Trigger On:SelectAfter Field Sourcing
- Triggering Client Fields:
- Trigger Client Fields:SelectEntity
- 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. - ClickSave