Create New Case from an Existing Sales Order via Workflow Manager

1. Login as Administrator.
2. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New.
3. Label=Created from Sales Order; Type=List/Record; List/Record=Transaction.
4. Applies to=Case.
5. Display > Subtab=Main.
6. Click Save.
7. Customization > Workflow > Workflows > New
8. Set the following:

• Name=Create Case from SO
• Record Type=Transaction
• Sub Types=Sales Order
• Release Status=Released
• On Update=T
• Trigger Type=Before Record Load 

9. Click on Save
10. Click on New State> Click on Save> Click on State 1
11. Actions> Click on New Action> Select Add Button
12. Label=Create Case
15. Click on Save
16. Click on New State> Click on Save> Click on State 2
19. Click on State 1
20. Transitions> New Transitions> Set To=State 2; Button=Create Case
21. Click on Save
22. Click on State 2
23. Actions> Click on New Action> Select Go to Record
24: Trigger On=Entry
25. Under Parameters:

• Record Type=Case
• Under Field, select Company; Under Value Field, select Customer
• Under Field, select Created from Sales Order; Under Selection, select Current Record

*For Custom Sales Roles, standard permissions apply as below:

Permissions> Lists> Cases (Access Level=at least Create)
Permissions> Transactions> Sales Orders (Access Level=at least Create)