We seem to struggling more than we should about this:
Let’s say there is a Workflow action that submits a document (say a Purchase Order). All we want is for the name of the person (carrying out the workflow action that submitted the document) to be captured in a custom field of the document.
Is is possible to do this? If yes, how.
We tried to replicate the suggestions in this link: After workflow action, but without too much success.
This is possible. I created three fields: a check field, a data field for storing the person’s name, and a date field to hold the date. All three fields are filled and saved BEFORE the workflow action is triggered. See the image below: