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

Kristoffer Viray-Oracle

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
11. Click New Action
12. Click Show Message
13. Trigger On: Select Before User Submit
14. Parameters(Text) : Enter Reminder: {memo}

By doing the steps above, the pop-up message will display the value in the Memo Field of the Sales Order record.

Have any questions about the Show Message Workflow Action? Let us know below.