In a workflow, on quotes and salesorders we want t...
# generalm
Mike Casey
11/27/2023, 4:29 PMIn a workflow, on quotes and salesorders we want to set the salesrep field to the current user after the customer has been set. Does anyone know how to set this condition?
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Tim Chapman
11/27/2023, 4:34 PMAfter field source Sales Rep = User
Tim Chapman
11/27/2023, 4:36 PMYou'll have to create 2 different workflows for each transaction type
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Mike Casey
11/27/2023, 4:38 PMI guess the main issue is when creating an order or quote, when I fill in the customer, it overwrites the sales rep with the sales rep tied to the customer record.
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Tim Chapman
11/27/2023, 4:38 PMIf you do after field edit, and select customer as the field that triggers the workflow it will set the sales rep as the current user.
Tim Chapman
11/27/2023, 4:39 PMIf you just leave it as before record load it will overwrite when you change the customer.
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Mike Casey
11/27/2023, 4:50 PMok let me give it a try. Thanks!
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Tim Chapman
11/27/2023, 4:51 PMI know I've been kinda vague. If you want to DM, I can walk you through the process as we have the same thing set up for quotes and other forms.
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Mike Casey
11/27/2023, 5:08 PMNo problem! I figured it out with your hints. I appreciate you taking the time and offer!
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Jesper M
11/27/2023, 7:12 PMYou can use the same workflow. Simply multi select transaction types
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