Merrick
03/31/2025, 4:17 PMCeligo AI
03/31/2025, 4:18 PMAI generated answer (using internal Slack threads):To create an email notification to a role to close a PO/Line after the term end date has passed using a workflow, you can follow these steps: 1. Create a Saved Search with the correct criteria so the results of the saved search are the PO's you want closed. 2. Use your saved search to trigger a scheduled workflow. 3. In your workflow, add the Items Sublist Action Group. 4. Then put 1 action in your sublist action group: Set Field Value. The Field should be set to "Closed" and the Value should be set to "T". 5. Set your schedule to run every night and every night it will close all the PO's that meet the criteria of your saved search. 6. If you want the saved search to be private, you can mark the "Run As Admin" box in the workflow. 7. If you want to add a confirmation message, you can build it into the workflow. However, it will only appear when the purchase order is in edit mode. Remember, the workflow will remain active but it should still perform the desired action. If you look at the workflow history, you should technically see that it exits and re-enters the workflow. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
03/31/2025, 4:19 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834138513
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822950602
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822514713
Celigo AI
03/31/2025, 4:19 PM