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Workflow - Button to create a new record

edited Aug 18, 2025 8:03PM in Ask A Guru 3 comments

Hi

I would like to use a workflow to display a button on a Credit Memo to create a new invoice transaction. I am able to display a button, but how do I transition to Create Record or Go to Page state?

Use case: Original invoice created but issue Credit memo issued later on, I would like to issue a new invoice, ideally, after creating Credit memo.

Thanks.

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