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NFP Financials Bundle - Default value in the Restriction column

edited Dec 12, 2019 1:29AM in General 1 comment

I installed the NFP Financials bundle in our 2019.1 Release Preview account, and I see that the Restriction column is mandatory. Because of this, I want to create a workflow that will default the value in that column to Without Donor Restrictions, however my repeated attempts at this have been unsuccessful. Is there a way to accomplish this? Only a very small % (less than 5%) of users would actually use that column, so defaulting the value makes sense so that the rest of the user community is not affected.

Currently, I have my workflow action in State 1 is Set Field Value, trigger on Entry, parameters are Restricted=Without Donor Restrictions, event types are create and edit, and context is user interface. Any thoughts on where I went wrong?

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