Scenario: Currently, there's no customization option in the Inventory Status change. If the need is to remove some fields on the record the a Workflow can be created for this.
Solution:
- Navigate to Customization > Workflow > Workflows > New
- Basic Information:
- Name: Enter Inventory Status Workflow
- Record Type: Select Transaction
- Sub Types: Select Inventory Status Change
- Execute as Admin: Enter Checkmark
- Released Status: Select Released
- Keep Instance and History: Select Always
- Enable Logging: Enter Checkmark
- Event Definition:
- On Create: Enter Checkmark
- On View or Update: Enter Checkmark
- Click Save
- On the diagrammer: double-click State 1
- Click New Sublist Group
- Click New Action
- Click Set Field Display Type
- Basic Information:
- Trigger On: Select Before Record Load
- Parameters:
- Field:Select the field to hide
Note:The field type of the Custom Transaction Body field needs to be free-form type. - Display Type: Select Hidden
- Click Save