Scenario
User wants a pop-up message that shows the transaction number of the related Sales Order of the Item Receipt during creation, before setting any field value.
Solution
- Create Custom Transaction Body Field
- Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
- Label: Enter Related Sales Order
- Id: Enter _relatedSO
- Type: Select Free-Form Text
- Store Value: Remove Checkmark
- Click Applies To
- Item Receipt: Enter Checkmark
- Click Display
- Subtab: Select Main
- Display Type: Select Inline Text
- Click Validation & Defaulting
- Default Value: Enter {createdfrom.createdfrom}
- Formula: Enter Checkmark
- Click Save
- Create Workflow
- Navigate to Customization > Workflow >Workflows > New
- Basic Information:
- Name: Enter Show Sales Order Number Pop-up
- Record Type: Select Transaction
- Sub Types: Select Item Receipt
- Release Status: Select Released
- Keep Instance and History: Select Always
- Enable Logging: Enter Checkmark
- Initiation:
- Select Event Based
- Event Definition:
- Trigger Type: Select Before Record Load
- Click Save
- Click State 1
- Bottom right corner: Click New Action
- Click Show Message
- Basic Information:
- Trigger On: Select Before User Edit
- Parameters:
- Text: Enter {custbody_relatedSO}
- Click Save
Note: {custbody_relatedSO} is the Internal Id of the Custom Transaction Body field created from Step #1