Tag: workflow

Restrict Terms Field in Invoice for Specific Role

The Terms field in the Invoice form can be disabled to a specific User Role using a workflow. Navigate to Customization > Workflow > Workflows > New Basic Information: – Name: Enter Name Example: Restrict Terms– Record Type: Select Transaction– Sub Types: Select Invoice– Execute as Admin: Enter Checkmark– Released Status: Select Released– Keep Instance… Continue reading Restrict Terms Field in Invoice for Specific Role

How to refer sublist values from a record in a workflow action criteria

We cannot directly refer to line field values from the sublist in a record inside a workflow action criteria. Recently, I had to create a workflow to hide the ‘Authorize Return’ for a user if the related invoice is having an item with a specific custom field value(‘Product type’ is ‘Premium appliance’). This custom field… Continue reading How to refer sublist values from a record in a workflow action criteria

Set Field Value Action Guidelines

Use the following guidelines when working with the Set Field Value action. You cannot use a Before Record Load trigger to set field values for existing records. This limitation applies to the Set Field Value and Go To Record actions. Use a custom action to update fields on an existing record. The value you specify… Continue reading Set Field Value Action Guidelines

Workflow to restrict Sales Order creation.

A workflow can be developed to prevent the creation of Quotes or Sales Orders for customers without checking at least one of the required checkboxes in the corresponding customer record. This can be done by using the “Return use error” action in a state and giving the required conditions as shown below. With this condition,… Continue reading Workflow to restrict Sales Order creation.

Workflow list-field comparison criteria fix

Workflow action criteria when comparing a value with list field values with a single value can return inconsistent boolean values. For example, I created a custom field ‘Approvers’ to store employees that has approval permission to a record. I was trying to compare this with the logged-in user to restrict the edit permissions of the… Continue reading Workflow list-field comparison criteria fix

Change the Display Type of Item line field using Workflow

The display type of an item line field needs to be set as disabled for some users. The workflow can be used for this purpose. In the workflow, even though the ‘Set Field Display Type’ action is not available for sublist action groups, it can be achieved without the sublist action group. Select the ‘Set… Continue reading Change the Display Type of Item line field using Workflow

Set Preferred Transaction Form Based on Customer’s Subsidiary

When Customers are assigned to a specific Subsidiary, the Users can create a Custom Form to reflect the correct Subsidiary Address. With this concept in mind, Users can create a Workflow to set the desired form when creating a Sales Order or Cash Sale. In this Workflow, the creation of the Sales Order or Cash… Continue reading Set Preferred Transaction Form Based on Customer’s Subsidiary

How to resolve this issue in the workflow – Field value in actions or conditions always returns a null value.

If you create a workflow that includes a field value in actions or conditions and it always returns a null value, you could be experiencing an issue with permissions. To resolve this issue, check the Execute As Admin box in the workflow definition. If you create a workflow that is triggered by the inline edit… Continue reading How to resolve this issue in the workflow – Field value in actions or conditions always returns a null value.