Scheduled Workflow is not initiating on records of Grouped search results. Is there a way to make it do this? It works when the search results do not have Summary Types.

AI generated answer (using internal Slack threads):

Based on the conversations, it appears that a scheduled workflow can be initiated on records of grouped search results. However, it will only process the records in the summary results, not the details. If you want to affect a specific record type, such as Customer, you need to create a Customer-based search. If you're referencing information not available on the customer record, you might need to use two workflows. For instance, you could set a field with one workflow and then have the other workflow look for that field and fire off the action. If you're using a workflow to send emails based on a saved client search and you summarize/group the results so no client has a duplicate line, it will only send one email per client. Here's an example of how you might set this up: 1. Create a saved search that groups by customers and includes the necessary criteria. 2. Use this saved search as the criteria for your scheduled workflow. 3. Set up your workflow action (e.g., sending an email) to be triggered based on this criteria. Remember, the workflow will only process the records in the summary results, not the details. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******