Open the Record in Edit Mode using Workflow

Posted by CuriousRubik on 25 Aug, 2014

To open the record in Edit mode performs the following steps:

  • Create a Workflow Field of type List/Record and select the record type as list. For example if we want to open the Invoice record in Edit mode, select the type as List/Record and Value as Transaction.
  • In the first state of the workflow create Set Field Value Action and set the field value of above created field as Current Record. By doing this step, once the transaction is entered in to the workflow, the field value will be set to the ID of the current record.
  • In the next state, to open the record in Edit mode create the Go to Record action and select the record type and ID field as the custom field created in the step 1 and select the Edit checkbox below the ID field.

Topics: Customization

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