Auto Populate Custom Field with the Name, Email and Phone of the Employee selected in a Purchase Order

Please follow the instructions below to set up theworkflow.

1.    Create a TransactionBody custom field Sales Person of type Text Area.

 

2.    Navigate to Customization > Workflow> Workflows > New. Click New.

 

3.    In the workflow, underBasic Information set below mentioned fields,

-          Name = Employee PO(NOTE - You can change it as per your desire)

-          Record Type =Transaction

-          Sub Type = PurchaseOrder

-          Owner = Yourself

-          Execute as Admin = True

-          Released Status =Released

-          Enable Logging = True

 

4.    Under Initiation setbelow mentioned fields,

-          Tick "EventBased"

5.  Under Event Definition setbelow mentioned fields,

-          On Create = True

-          On Update = True

-          Trigger Type = All

 

6.    Click Save.

 

7.    Click State 1, Name ="State 1 : Add Employee Details" and click Save.

 

8.    Add an action "SetField Value" to the state "State 1 : Add Employee Details".

-          Trigger On = After FieldEdit

-          Client Field = Employee

-          Under Parameters setbelow mentioned fields,

Field = Sales Person

In the "Value" group, tick "Formula" and putthis code under the field,

                     

nlapiLookupField('employee' ,nlapiGetFieldValue('employee'), 'firstname') + '  ' + nlapiLookupField('employee' , nlapiGetFieldValue('employee'),'lastname') + '\n' + nlapiLookupField('employee' ,nlapiGetFieldValue('employee'), 'email') + '\n'+ nlapiLookupField('employee' ,nlapiGetFieldValue('employee'), 'phone')

 

9.    Click Save.

Now create a Purchase Order, on selection/change of the"Employee" field the workflow will auto populate the "SalesPerson" field with that Employee's name, email and phone number.