Would anyone know how to manually append a workflo...
# general
u
Would anyone know how to manually append a workflow onto a record? Long and short of it is I just created a workflow but would like to have it run on a record that already exists.
a
@7px Kind of confused by your statement. When you create a workflow, you select the record to which it applies. Example: You can create a workflow on the transaction table and have it apply to Quotes and Sales Orders. You can also select custom records as well as standard records like Subsidiary and Accounting Periods. Simply navigate to the record your workflow is running on and customize the form. Make sure you have Workflow History/ Active Workflows marked as Show under Subsists > System Information. This way you can look at the logs (provided your workflow is keeping instance and history and is enabled for logging.
1
u
Hi @Aria Ghahari, thanks for responding. After reading your answer, I went back to tweaking my workflow. It turns out I had selected an incorrect trigger point for a state in the workflow, despite having the correct triggers for the actual workflow. Assigning correct values on these seem to have done the trick. Thanks.
a
@7px Glad it worked out.