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Get Default Value for Custom Field using BPA (Workflow)

  • October 19, 2023
  • 4 replies
  • 627 views
V
Sidekick (Partner)
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  • Viitati
  • Sidekick (Partner)
  • 17 replies

Hi,

 

I have Custom Field on Customer -page, Invoice -tab, which value should be entered to Customer Order -page, to another Custom Field. Trigger should be on Customer Order page, when I create new customer order and enter customer id.

I have created Workflow, that “Project Action Information” has:

 

 


​​​

Workflow’s inspection shows the correct value, but when I try create new Customer Order, enter customer id, the value does not appear to Customer Order -page’s Custom Field.

What may be the problem?

 

I’ve checked debugger IFS creates “GetDefaults...” -call when applying Customer ID to Customer Order -page.

 

Best answer by SandT

Hi @Viitati,

 

If I got your question correctly, I have manged to run the flow successfully using the below design.

 I have used IFS projection task for those 3 task and the projection value(CustomerOrderHandling) and entity set(CustomerOrderSet) value are same for the last two tasks.

 

It seems that you have defined a collection variable in your design. If there are multiple returns in you first task please make sure to handle them using sequence techniques.

4 replies

SandT
Hero (Partner)
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  • SandT
  • Hero (Partner)
  • 31 replies
  • Answer
  • October 19, 2023

Hi @Viitati,

 

If I got your question correctly, I have manged to run the flow successfully using the below design.

 I have used IFS projection task for those 3 task and the projection value(CustomerOrderHandling) and entity set(CustomerOrderSet) value are same for the last two tasks.

 

It seems that you have defined a collection variable in your design. If there are multiple returns in you first task please make sure to handle them using sequence techniques.

Best Regards, SandT
V
Sidekick (Partner)
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  • Viitati
  • Author
  • Sidekick (Partner)
  • 17 replies
  • October 20, 2023

Hi,

Thank you for your update.
Are you able to export that workflow? For some reason I cannot get it work.

V
Sidekick (Partner)
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  • Viitati
  • Author
  • Sidekick (Partner)
  • 17 replies
  • October 20, 2023

Solved internally.

L
Do Gooder (Partner)
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  • LsyWaldMa
  • Do Gooder (Partner)
  • 1 reply
  • March 1, 2024
Can you write how you solved the problem?


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