Nada Ahmed
06/25/2025, 1:07 PMCeligo AI
06/25/2025, 1:07 PMAI generated answer (using internal Slack threads):To create a workflow on a memorized transaction only, you should set the condition based on the "Memorized" field in the transaction. This is a checkbox field that indicates whether a transaction is memorized or not. In the condition builder of your workflow, you can set the condition as
Memorized = true
. This will ensure that the workflow only triggers for memorized transactions.
If the "Memorized" field is not available in the visual condition builder, you may need to use a formula or a saved search to drive your workflow condition.
Please note that the workflow trigger should be set appropriately based on when you want the workflow to fire. For example, it could be set to trigger upon record creation, record view, or record edit.
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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
06/25/2025, 1:07 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848993182
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816840589
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.805071354
Celigo AI
06/25/2025, 1:07 PM