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Hello! I am having issues with a scheduled workflo...
# suiteflow
b
Hello! I am having issues with a scheduled workflow that runs every 30 minutes based off a saved search. The search brings in items based on a custom date field (Date Field #1). Basically if Date Field #1= today, then initiate workflow on the item, this is working fine. I would like it to then transition to another state, based on another date field (Date Field #2) which may be a few days later. I have my transition setup to look at a saved search that captures Date Field #2=today, and I have the ‘transition on’ field set to 'Scheduled'. However, it does not appear to be transitioning and I cannot figure out why. Any ideas on what I am doing wrong?
m
Did you set the delay value?
A scheduled transition requires the delay value
Also just FYI the scheduled transition will only check for the condition after the delay value one time. So for example if you put a delay of 1 hour, after 1 hour the workflow will check to see if the condition is met. If it is then the workflow will transition, if it is NOT met the workflow will NOT transition However it will not check the record again after that point
b
Ahhh...that sounds like its the issue, it tries only once?
m
Yes correct
I've been burned by this many times as well
b
So in my case, the date might not be for a couple days later, and if it tries it one hour after the workflow starts, then it will never transition? Is there any way I can get it to look every 30 minutes?
Another Workflow I guess?
m
You would need a different workflow for that
Then that workflow woudl check a checkbox on the record called "Condition met" (or whatever you want). Then set your transition on the first workflow to transition when "Condition met = TRUE
(after submit)
oops i mean, no trigger for that transition
leave it blank
I believe your second scheduled workflow will not actually to a record.load and record.save so the After submit event will not get triggered, so you cannot transition on after submit
b
Are you saying have the workflow trigger another workflow? I was just thinking of having them both scheduled workflows.
m
No
both are scheduled workflow
but you mentioned the first one has to transition to another state
is that not required if you do it as 2 separate workflows?
b
I will just have the first workflow initiate, set the fields. THen the second one scheduled to look at the fields the first one set as criteria.
m
oh ok. i see...that works
sorry, disregard all my rambling about the transition
b
lol, no worries, you helped. I appreciate it!
m
👍
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