Customer Payment Workflow Issue: Account Field Not Updating on Customer Selection

Question

I’m trying to automatically set a specific Account on the Customer Payment record when a customer is selected.

I’ve deployed a workflow on the Customer Payment record to handle this. Currently, I have two actions in workflow state:

* Action 1: Runs on record load and correctly checks the Account radio button. 
* Action 2: To trigger when the Customer field is selected, to set the Account value.

However, while the radio button is checked correctly on page load, the Account field does not update as expected when the customer is selected.

Has anyone encountered this behavior before or found a reliable way to set the Account on a Customer Payment record when the customer changes? Any insights or recommended approaches would be appreciated.

Anjo Joseph · Accepted Answer

You can set the Account field on the Customer Payment record by updating your workflow.

Please follow these steps:

* Remove the second action from the existing state
* Add a new state to the workflow and create a transition from the first state to this new one.
* In the new state, add a “Set Field Value” action and configure it as follows:* Field Trigger: After Field Sourcing
* Triggering Client Fields: Customer(Payments and Deposits)
* Field: Account
* Select the Static Value option
* Choose the required Account

With this workflow setup, the Account field will be set correctly when the customer is selected on the Customer Payment record.