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Setting a location through workflow

edited Jun 25, 2025 12:58PM in Ask A Guru 8 comments

Hi,

I've a workflow that sets a default location based on the subsidiary on a transaction record. For now I'm testing this on sales order. This works fine for US but when I select a customer that is other than US, like UK or Germany for example, it displays the default location that I set and as the page refreshes to set the nexus, the location selection on sales order disappears.

Is there anyway in the workflow that I can set this after the page refreshes?

Here's is how my simple workflow is set up:

Record Type: Transaction (Sales Order)

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