Show Sales Order Number Pop-up Message on Item Receipt via Workflow

Written by
Junica Ann Capili
Published on
July 21, 2023 at 1:33:58 AM PDT July 21, 2023 at 1:33:58 AM PDTst, July 21, 2023 at 1:33:58 AM PDT

Scenario

User wants a pop-up message that shows the transaction number of the relatedSales Orderof theItem Receipt during creation, before setting any field value.

Solution

  1. CreateCustom Transaction Body Field
    1. Navigate toCustomization>Lists, Records, & Fields>TransactionBody Fields>New
    2. Label:EnterRelatedSales Order
    3. Id:Enter_relatedSO
    4. Type:SelectFree-Form Text
    5. Store Value:RemoveCheckmark
    6. ClickApplies To
    7. Item Receipt:EnterCheckmark
    8. ClickDisplay
    9. Subtab:SelectMain
    10. Display Type:SelectInline Text
    11. ClickValidation & Defaulting
    12. Default Value:Enter{createdfrom.createdfrom}
    13. Formula:EnterCheckmark
    14. ClickSave
  2. CreateWorkflow
  1. Navigate toCustomization>Workflow>Workflows>New
  2. Basic Information:
    • Name:EnterShow Sales Order Number Pop-up
    • Record Type:SelectTransaction
    • Sub Types:SelectItem Receipt
    • ReleaseStatus:SelectReleased
    • Keep Instance and History:SelectAlways
    • Enable Logging:EnterCheckmark
  3. Initiation:
    • SelectEvent Based
  4. Event Definition:
    • Trigger Type:SelectBefore Record Load
  5. ClickSave
  6. ClickState 1
  7. Bottom right corner:ClickNew Action
  8. ClickShow Message
  9. Basic Information:
    • Trigger On:SelectBefore User Edit
  10. Parameters:
    • Text:Enter{custbody_relatedSO}
  11. ClickSave
Note: {custbody_relatedSO} is the Internal Id of the Custom Transaction Body field created from Step #1