Values on Sales Order Status Field (Field ID = orderstatus) on View Mode

The Status field (ID = orderstatus) is hidden on the Sales Order form in View mode even though the “Show” checkbox is marked on the Custom Form. In order to show the Status field in View mode, a workflow can be deployed to change the Display Type of the said field.

However, in this instance, the value of the Status field will not be the normal ones like “Pending Approval”, “Pending Fulfillment”, etc. Instead, a corresponding letter will show for each Status.

Solution

A sample workflow may be created as follows:

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information: 
   • Name: Enter Workflow Name
   • Record Type: Select Transaction
   • Sub Types: Select Sales Order
   • Execute as Admin: Enter Checkmark
   • Released Status: Select Released
   • Keep Instance and History:Select Always
   • Enable Logging: Enter Checkmark
3. Event Definition:
   • On View or Update: Enter Checkmark
4. Click Save
5. Double-click State 1
6. Click New Action
7. Click Set Field Display Type
8. Basic Information:
   • Trigger On: Select Before Record Load
9. Condition:
   • Condition: Click Open
   1. Field: Select Order Status
   2. Selection: Select Billed, Cancelled, Closed, Partially Fulfilled, Pending Approval, Pending Billing, Pending Billing/Partially Fulfilled, Pending Fulfillment
   3. Click Add
   4. Click Save
10. Parameters:
    • Field: Select Order Status
    • Display Type: Select Normal
    • Click Save
11. Click Save

Once the workflow is deployed, the Sales Order will show the Status field even on View mode with the following values:

• If Pending Approval, Status = A
• If Pending Fulfilment, Status = B
• If Cancelled, Status = C
• If Partially Fulfilled, Status = D
• If Pending Billing/Partially Fulfilled, Status = E
• If Pending Billing, Status = F
• If Billed, Status = G
• If Closed, Status = H

Note: The value of the Status field remains normal in Edit mode.