Hello! I have a very simple workflow that is requiring me to re-search/select the Customer: 1. adds an "*Accept Payment*" button to a Custom Transaction (Sales) 2. on button click the "*Go To Record*" action fires taking the user to the Customer Payment (in edit) • Issue: even thought the Customer is pre-populated on the Customer Payment form, the Apply lines don't appear unless I overwrite this pre-populated Customer?

Hi @Suite Deal I’ve had this problem before two with these types of transactions. I think it has something to do with the timing of the sourcing I would recommend you try to create a custom field on the Payment record Then in your Go To Record Action source the customer into the custom field Then make a second workflow that runs on the customer payment transaction and has a Set Field Value action (before user edit) This set field value will be set from the custom field you made I believe this will allow the Payment to fully load but then before you start to edit it will add the customer and hopefully trigger the Apply lines The other problem is the way it is triggered You can’t trigger a UE script from another UE script so the sourcing of the customer could be treated as a UE because it is triggered by a button click so it cannot then trigger another UE script (displaying the Apply lines) Hope this helps

Excellent - worked like a charm! Thank you for this work-around.