Is there an option to select a default department ...
# generaln
Noel B
12/27/2022, 4:45 PMIs there an option to select a default department on a Payment Record when it is being created?
r
Robert Vice
12/27/2022, 6:41 PMsuitescript or workflow
n
Noel B
12/27/2022, 6:43 PMCan a workflow work if SOAP Web Services is creating the record? We are creating an payment record from a 3rd party. They don't have the ability to set the department. I tried to create a workflow that state when customer is selected fill in the department as long as the record is being created from x employee. When testing through the UI it works, but when trying to push the payment from the 3rd party still getting an error that the department is not being selected.
r
Robert Vice
12/27/2022, 6:44 PMcan you disable hide it on the from for the integration user/role?
n
Noel B
12/27/2022, 6:45 PMGlobally it is set to have Department as mandatory.
r
Robert Vice
12/27/2022, 6:45 PMI've seen in our instance with the department excluded from the form, it bypasses the mandatory flag
Robert Vice
12/27/2022, 6:46 PMi.e. how can you set a department if the field isn't there
n
Noel B
12/27/2022, 6:46 PMSo do I create a new form just for the integration Role and set it as preferred?
r
Robert Vice
12/27/2022, 6:48 PMGive it a test through the UI with that role or as Admin in that form. Then give it a go via SOAP
n
Noel B
12/27/2022, 6:49 PMSorry, learning as I am going. Is there a way to disable that field per role, or do I just need to create a new form and set that as preferred with that role?
r
Robert Vice
12/27/2022, 6:49 PMkeep the existing form as preferred, then go into the role itself and I think you can specify a different from there.
n
Noel B
12/27/2022, 6:50 PMAh.
Noel B
12/27/2022, 7:00 PMThat worked. Thank you. Now to solve the other issue as it not having permission for "CC Approved".
✅ 1
4 Views