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Customer Center Workflow

edited Jun 2, 2025 2:26PM in Ask A Guru 7 comments

In the Customer Center on the Sales order record we have a custom mandatory field (List/Record) called SALES ORDER STATUS that has two values : 

  • On Hold
  • Firm Order 

On the regular Sales order record there is a checkbox field called "Hold".

I am working on a Workflow that when a SALES ORDER STATUS= On Hold ( from the Customer Center's Sales order ) then the Sales order that is created will have the field "Hold" checked.

In the Workflow I checked:

  • ON CREATE
  • ON VIEW OR UPDATE
  • TRIGGER TYPE = Before Record Load

In the Action (Set Field Value) :

  • TRIGGER ON=Before Record Load

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