Scenario
User wants to create a Customer Deposit after the Sales Order has been submitted.
Solution
- Create a Workflow Action Script and deploy it to the Sales Order record.
- Create a JavaScript file with the following code:
- Navigate to Customization> Workflow > Workflows > New
- Basic Information:
- Name: EnterName
- Record Type: SelectTransaction
- Subtype: SelectSales Order
- Initiation:
- Select Event Based
- Event Definition:
- On Update: EnterCheckmark
- Trigger Type: SelectAfter Record Submit
- Click Save.
- Click State 1
- Bottom right corner: Click New Action
- Click Customer Deposit from Sales Order (custom)
- Basic Information:
- Trigger On: Select Before Record Load
- Click Save