Hi everyone, I'm trying to create a Scheduled Wor...
# general
k
Hi everyone, I'm trying to create a Scheduled Workflow to store a value in a custom field on the Customer record. I followed a suite answers article and it worked perfectly but it wasn't a scheduled WF (it was event based) and I didn't want to edit and save every customer (don't have any developers to create a script). Can anyone help? I followed this, but didn't understand what the purpose of the second saved search was or if I was creating it correctly: https://rmnsug.files.wordpress.com/2020/01/store-a-dynamic-field-tip-and-trick-1.15.2020.pdf
s
Do csv import update of customer ( just internal ID) tick run workflow and scripts during import options. It will trigger the workflow.
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k
Wow! Thank you so much! I just did a test and it worked! I really appreciate your help! Thank you! ☺️
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