I need help with a workflow to change the form acc...
# generalm
Marc
02/21/2023, 8:46 PMI need help with a workflow to change the form according to the client's subsidiary. When I create an invoice from sales > create invoice and select my customer, the form fits fine( after field edit) But when I'm on the customer file and I click on invoice to create an invoice, the form does not adapt to the customer's subsidiary
how can I configure my workflow so that the 2 invoice creation possibilities can have the right form depending on the subsidiary
m
MGBC
02/21/2023, 8:47 PMWhen you say "I click on Invoice" from the customer file, is that a custom button you added via WF to create an Invoice?
MGBC
02/21/2023, 8:48 PMOr do you mean creating an Invoice using the native Quick Add menu on a customer record?
m
Marc
02/21/2023, 8:48 PMYes with quick add
m
MGBC
02/21/2023, 8:49 PMThe only way I have found to do this is to do a Set Field Value action on the Custom Form field but use Before User Edit as the trigger
MGBC
02/21/2023, 8:50 PMIt's a little wierd but if you try to use an on Entry or Before Record Load trigger it never seems to work correctly
m
Marc
02/21/2023, 8:51 PMI tried with the before user edit But the page reloads constantly
m
MGBC
02/21/2023, 8:54 PMdo you have any conditions on your action?
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Marc
02/21/2023, 8:56 PMfor the moment my workflow is configured with set field value after field edit (as soon as I select a customer) and if the customer's subsidiary = Japan then the form is invoice Japan. But if I also use another set field value before user edit , my page reloads indefinitely
m
MGBC
02/21/2023, 9:00 PMI see, have you tried removing that Set Field Value after field edit and just use the Before User Edit?
MGBC
02/21/2023, 9:00 PMIt seems like the 2 together are creating a loop
m
Marc
02/21/2023, 9:02 PMyes but if I remove the set field value after field edit, if I modify the customer and the subsidiary, the form will not change
m
MGBC
02/21/2023, 9:03 PMOk that makes sense......it seems like we need to put a condition on the After Field Edit action of Custom Form is NOT Japan form
MGBC
02/21/2023, 9:03 PMor something like that
MGBC
02/21/2023, 9:04 PMthat may stop the loop
MGBC
02/21/2023, 9:05 PMOr somehow validate the correct form is being used when triggering the After Field Edit, so some big condition link
(Customer.Subsidiary = Japan and Custom Form is NOT Japan form)
OR
(Customer.Subisidary is NOT Japan and Custom Form IS Japan Form)
MGBC
02/21/2023, 9:06 PMThat way the After Field Edit action will evaluate the Customer Subsidiary/Custom Form combination and if it is incorrect then the action will fire, however, if it is the correct combination then the action will be ignored
m
Marc
02/21/2023, 9:13 PMI finally added an extra condition on the before user edit too and it seems to work
Marc
02/21/2023, 9:13 PMThank you for your help
m
MGBC
02/21/2023, 10:25 PMno problem, glad it worked
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