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NSC | Source a Field in a Pop-up Message Using Workflows

There is a requirement to display a Field in a pop-up message. To do this, we can create a Workflow that uses a Show Message Action. In this scenario, we need to display a pop-up message before saving the record that will display the Memo field in the pop-up. Kindly follow the steps below for the setup of the Workflow:

  1. Navigate to Customization > Workflow > Workflows > New
  2. Enter Name of the Workflow
  3. Record Type : Select Transaction
  4. Sub Types : Select Sales Order
  5. Release Status : Select Released
  6. Initiation :Select Event Based
  7. On Create: Enter Checkmark
  8. On Update : Enter Checkmark
  9. Click Save
  10. Click State 1

@Kristoffer Viray-Oracle | Ask A Guru | Let us know what contents you like to see in the Community. You can vote here.

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