Workflow: Set field values of child list/records on Before Record Load

In this example, the Workflow is deployed in Item Records, setting the values of Units Type(parent), Stock Units(child), Purchase Units(child) and Sale Units(child) list/record item fields.

Steps on how to set the field values of child list/record during Before Record Load using Workflow/SuiteFlow.  

Create a Workflow:

1.       Go to Setup  > Customization > Workflows > New

2.       Type a name of choice for Workflow

3.       Select "Item" for Record Type

4.       Select "Inventory Part"  for Sub Types

5.       Set Release Status to "Testing"

6.       Mark Enable Logging checkbox

7.       Mark On Create checkbox

8.       Set Trigger Type to "Before Record Load"

9.       Save the Workflow

Create a State

1.       Create a new state by clicking the New State button from the left panel

2.       Type a name for State

3.       Save the State

Create a Set Field Value Action for Units Type field:

1.       Click the newly created State from the left panel

2.       Click the New Action button under the Actions Subtab

3.       Choose Set Field Value action

4.       Set Trigger On to "Before User Edit"

5.       On the Field dropdown, select "Units Type"

6.       On the Value section, select the Static View Radio button, Selection field will be enabled.

7.       Select a value from the list in the Selection field

8.       Save the Action

Create a Set Field Value Action for Stock Units field:

1.       Create a new Set Field Value Action for Stock Units

2.       Set Trigger On to "After Field Sourcing", Client Fields multi select  will be enabled

3.       Choose "Units Type" for Client Fields

4.       On the Field dropdown, select "Stock Units"

5.       On the Value section, select the Static View Radio button, Selection field will be enabled.

6.       Select a value from the list in the Selection field

7.       Save the Action

Create a Set Field Value Action for Purchase Units field:

1.       Create a new Set Field Value Action for Purchase Units

2.       Set Trigger On to "After Field Sourcing", Client Fields multi select will be enabled

3.       Choose "Units type" for Client Fields

4.       On the Field dropdown, select "Purchase Units"

5.       On the Value section, select the Static View Radio button, Selection field will be enabled.

6.       Select a value from the list in the Selection field

7.       Save the Action

Create a Set Field Value Action for Sale Units field:

1.       Create a new Set Field Value Action for Sale Units

2.       Set Trigger On to "After Field Sourcing", Client Fields multi select  will be enabled

3.       Choose "Units type" for Client Fields

4.       On the Field dropdown, select "Sale Units"

5.       On the Value section, select the Static View Radio button, Selection field will be enabled.

6.       Select a value from the list in the Selection field

7.       Save the Action