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Workflow Record Creation

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Posted on by 355

Hi

I have  a client Id that when it is completed from a  drop down, the client name field is auto filled, this an on change event handler with some java code.  This works as I want but I have now built a work flow to create anew record and whilst the ID populates in the entity, the client name is not populating, clearly I need to take another action but I'm not too sure what?

Regards Darren.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Workflow Record Creation

    Hi,

    I am not exactly sure how you have implemented the javascript but i wild guess is that you have a lookup field and when you are selecting the field, the name from that record is autopopulated to some other field. If this is javascript then it must be registered onchange of teh field.

    Now javascript is client side scripting which will run when users performa an action i.e. changing a field in this case whereas when you create a record, it create the record on server side hence the javascript which you have is not triggering.

    You can call the same method on load so that when you open that new record, the javascript runs and populates the record. Alternative option is to populate that field while creating the record within the workflow.

    Please try this. If this doesn't work then share some mreo information i.e. screenshot of your entity with teh field, existing javascript and screenshot of workflow if possible.

    Hope this helps

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