I need a workflow that can create a sales order. I see that transactions are not possible and only records can be created via a workflow, however I wondered if anyone knew of a workaround for this so I can make it work?

Well, workflow action script, but you may as well user event it or put it in a scheduled script

I'm not familiar with scripting unfortunately.

There are consultants out there who can write that for you.

Of course. But getting approval for that would be difficult. I was hoping there would be a way I could work it out on my own

Not without script of some kind

Okay, well good to know! Thank you

Are you trying to create a complete sales order using automation? Like with predefined items etc? Or do you just need to go to a new SO form and have the user continue to fill in the rest of the information

The idea would be to generate an SO from a case and pull some of the case information into the SO

Oh ok Well if you don’t need to populate sublist data from the case then you can do this via workflow. Also depends on the user interaction you want For example if you want a button on the case form labeled “Create SO” and when clicked it takes the user to a sales order form in edit mode with most or all the header level data pre populated but then requires the use to enter items onto the SO before saving then use the Go To Record action for that Other than that anything more advanced would probably require scripting. However I’ve been able to do a few other things via workflow but what I described above is most common