NSC | Avoid Looping in Workflow Set Field Value Applied on Custom Form

Using a Set Field Value Workflow Action on Custom Forms will often result in an endless loop of the record. To avoid this, we need to apply a Workflow Condition on the Workflow Action. Kindly follow the steps below:

1. Edit the Workflow Action

2. Add the following condition:

Note: Replace Standard Sales Order with your preferred Custom Form. On my Scenario, I selected Standard Sales Order in the Selection under Parameters since this is the Form that I am using in the Set Field Value.

In the Selection column, select the Custom Form selected under Parameters (In my scenario, I used Standard Sales Order, hence the condition).