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Go to Record Workflow-go to existing record
I want to create a workflow that adds a button to the SO that will take the user to the existing Cash/CC Sale record for that SO. So far this is what I have:
Workflow record type is Transaction, Sub Type is Sales Order, Trigger on Create and Update
State 1 Adds a button before record load
Transition from State 1 to State 2 is executed when the button is pressed (transition on is empty)
State 2 is a Go to Record action triggered on Entry, Record Type is Cash/CC Sale
If I leave it as is, it creates a new Cash/CC Sale when the button is pressed.
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