Show Sales Order Number Pop-up Message on Item Receipt via Workflow
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
- CreateCustom Transaction Body Field
- Navigate toCustomization>Lists, Records, & Fields>TransactionBody Fields>New
- Label:EnterRelatedSales Order
- Id:Enter_relatedSO
- Type:SelectFree-Form Text
- Store Value:RemoveCheckmark
- ClickApplies To
- Item Receipt:EnterCheckmark
- ClickDisplay
- Subtab:SelectMain
- Display Type:SelectInline Text
- ClickValidation & Defaulting
- Default Value:Enter{createdfrom.createdfrom}
- Formula:EnterCheckmark
- ClickSave
- CreateWorkflow
- Navigate toCustomization>Workflow>Workflows>New
- 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
- Initiation:
- SelectEvent Based
- Event Definition:
- Trigger Type:SelectBefore Record Load
- ClickSave
- ClickState 1
- Bottom right corner:ClickNew Action
- ClickShow Message
- Basic Information:
- Trigger On:SelectBefore User Edit
- Parameters:
- Text:Enter{custbody_relatedSO}
- ClickSave
Note: {custbody_relatedSO} is the Internal Id of the Custom Transaction Body field created from Step #1