Workflow to set transaction body field default value for only a certain transaction subtype (Eg Cash Sale, Credit Memo, etc)

To set a default value for a specific transaction subtype follow these instructions:

 

1. Navigate to Customization > Workflow > Workflows > New
   - Name the workflow
   - Set type to Transaction
   -  For Sub Types select the transaction sub types to set a default value for
   - Select Event Based Initiation and check On Create and On Update
   - Set Release Status to Released
   - Save the workflow
   
   
2. Click State 1,and rename it to a descriptive label.
   - Select the state and create a new action for Set Field Value
   - Set the field to be the field that needs a default value
   - Set the default value to the one desired
   - Set Trigger On to Before User Edit.
   - Save the action