Does anyone know how to auto-populate record number in data picker field on the same form in a workflow BP?
I am auto-creating filtered line items on the second detail form from the first detail form based on a checkbox on the first detail form. There are two checkboxes 'yes' and 'no' and if I select only yes it will auto-create the checked line item on the second detail form on the same record and there is a field on the upper form which calculates the 'sum of line items' from the second detail form only.
Currently, I am selecting the record number manually in the data picker field but I want it to the auto-populate record number in the data picker field.
I assume the record already has a record number? Build a DE based on the DD record Number Data and have it auto-populate from the record number on the upper form. Set your data picker to show only the records where the record number and your new DE match.