[SererraMike]

By default, when you click “cancel order” you’re brought back to your transactions dashboard. What we really want is to reload the transaction record, preferably in edit mode, as depending on the source of the order, we want the employee to record confirmation numbers and other information on there.

I’m trying to do this in workflow, using the Go To Record action. I don’t seem to be able to choose the existing transaction using any combinations I’m finding on the Go To Record Action.

I then tried to add a workflow field to capture the existing transaction number, and can’t seem to make that work either. I use a set field value action, and again don’t have the right fields available to search from. Also tried with a formula using {number} and {tranid} but I get a script error on those.

Any ideas on how to make this happen.
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[dmatyas]

Hi, your approach is correct. Only instead of {tranid} use {id}. Then it should work.

[SererraMike]

Hi Dmatyas,

Thanks the {id} field correctly populates my workflow field I’ve created. The Go To Record action is still not working though.

The workflow field is stored with the current transaction #

Go to Record Action:

After Record Submit (I’m assuming cancel button causes a submit)

Event Type = Cancel

Record Type = Sales Order (I’ve tried transaction as well)

ID = workflow field populated with current transaction.

[rudler]

I’m trying to do something similar with when a subrecord is created from a parent record I want to stay with the subrecord after it’s created. I set the value for the existing record’s {id} but it doesn’t appear on the Goto Record ID field drop-down list.

[dmatyas]

1) One have to create a Workflow Field with name e.g. “Current transaction” of type List/Record and for LIST/RECORD select Transaction.

2) In Start state create Set Field Value action where we set the “Current transaction” using formula {id}.

3) Then in the appropriate state create “Go to record” action with following params: Record type: Transaction, ID: Current transaction (Workflow)

Hope this helps.

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