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AE: Set 'Payment File Format' on Bank Details form

edited Jun 2, 2025 2:27PM in Ask A Guru 7 comments

Hello everyone,

On the 'Bank Details' page, there is a 'Payment File Format' field. I would like to set this field to a default value every time this form is creating a new Bank Details record. (On Create).

I've tried to setup a workflow for this but somehow the field value is not set.


Any Ideas?

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