Scenario
User is trying to override the Order Status to Closed using workflow, it returns the error "Invalid orderstatus reference key H". Transactions can be set the Order Status to Closed only if all Items on the Order are also Closed. Below is a sample of workflow that sets the Order Status to Closed after clicking a button.
Solution
- Navigate toCustomization>Workflow>Workflows>New
- Basic Information:
- Name:EnterClose Sales Order
- Record Type:SelectTransaction
- Sub Types:SelectSales Order
- Execute As Admin:EnterCheckmark
- Release Status:SelectReleased
- Initiation:SelectEvent Based
- Event Definition:
- On Create:EnterCheckmark
- On View or Update: Enter Checkmark
- Trigger Type:Select-All-
- ClickSave
- ClickState 1
- Bottom right corner:ClickNew Action
- ClickAdd Button
- Parameters:
- Label: Enter Close
- ClickSave
- Click New State
- Click State 1
- Upper right corner: Click Pencil
- ClickTransitionstab
- ClickNew Transition
- To:SelectState 2
- Execute on Button:SelectClose
- ClickSave
- Click State 2
- Bottom right corner: Click New Action
- Click Set Field Value
- Basic Information:
- Trigger On: Select After Record Submit
- Parameters:
- Field: Select Order Status
- Static Value: Enter Checkmark
- Selection: SelectClosed
- Click Save
- Click State 2
- Upper right corner: Click Pencil
- ClickNew Sublist Group
- Parameters:
- Sublist: Select Items
- ClickSave
- ClickState 2
- ClickSublist Action Group
- ClickNew Action
- Click Set Field Value
- Parameters:
- Field: Select Closed (Line)
- Static Value: Enter Checkmark
- Checked: Enter Checkmark
- Click Save