This below workflow sample shows how to redirect originating Sales Order record in Edit mode after saving the Purchase Order.
(1) Create a workflow.
Customization > Workflow > Workflows > New
(2) Set the following fields in Workflow Summary:
Name:
Redirect PO in Edit Mode
Record Type: Transaction
Sub Type: Purchase Order
Execute as Admin: Checked
Release Status: Testing / Released
On Create: Checked
On Update: Checked
Trigger Type: All
(3) Create New State
Name: State 1
(4) Create Actions:
(a) Set Field Value
Trigger ON: After Record Submit
Field: Date
Value: Date: Today
(b) Go To Record
Trigger On: After Record Submit
Record Type: sales Order
ID: Created From
Edit: Checked
(5) Save the Workflow
To Test:
(1) Edit an existing Purchase Order where Created From field is NOT empty.
(2) Save it
Result: It will redirect to the Sales Order record from Created From field.
Note:
Make sure that the ID you will be using in Parameters in step 4.b is an existing field to your form and should not be empty.
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