In a workflow transition (e.g., from “Pending Approval” to “Rejected”), is it potentially problematic to leave the “Transition On” field blank? In our case, we suspect that leaving it blank might cause the condition to be evaluated too early — possibly before some field values (like PO Approval Status) have been updated by entry or record submit actions. Could this lead to unexpected behavior, like the record immediately falling back into a previous state?

AI generated answer (using internal Slack threads):

****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** Yes, leaving the "Transition On" field blank in a workflow transition could potentially lead to unexpected behavior. This is because the transition could be evaluated before certain field values have been updated by entry or record submit actions. In your case, if the "PO Approval Status" field is not updated in time, the workflow could transition to the next state prematurely, possibly causing the record to fall back into a previous state. To avoid this, you could consider setting the "Transition On" field to a specific trigger, such as a field change or a button press. This would ensure that the transition only occurs when the specified trigger is activated. For example, if you want to clear a field on a sales order when an approval button is pressed, you could set the "Transition On" field to the approval button. Then, in the next step of the approval workflow, you could set the field to blank. Alternatively, you could set the field to blank on exit from the current state. However, keep in mind that a button in a workflow can only execute a transition and cannot perform other actions. In the case of an approval workflow for vendors, you could use the "Old Record Name is not Name" condition to trigger a transition to a new state that starts your approval process. If you're experiencing issues with the approval status not updating, you could try setting the status change on before load. This would update the status whenever anyone loads the record. However, you might need to enable the "do not exit WF" option to ensure that the record stays in the approved state. Remember to test your workflows thoroughly to ensure that they behave as expected.