I'm struggling with using a saved search condition inside a workflow action. For an example, let's say I want to warn the user Before Submit if their sales order is missing its shipping address. It's a complex shipping configuration, so I don't know in advance if the order will have Line level or header level shipping. I have a saved search (using summary criteria) that correctly identifies sales orders missing the shipping address. I want to use this search as the Saved Search Condition on a Show Message action, so that the user is prompted to fix the issue. However, the message displays on every single before submit, even when the Sales Order does not appear in the search. Any ideas? Am I missing something about how SS conditions behave within an action? I'm very familiar with using them for scheduled workflows.

I was using a saved search condition triggered at Before Record Submit as well the other day. It wasn't working as well. I realized that on create and at before record submit, the record doesn't exist yet, so it will never be captured by the saved search. I haven't looked for a documentation to support this though. On edit though is a different story because the record has been created already and may be captured by the saved search.

I believe saved searches are reading from the database so only changes made to the database will show up in saved search. So only after submit will pick up your changes

Yes, I expected it to fail on Before Submit when the order is not yet created....but it also does not reflect changes made before a second save. Will change approach.