Hi All, we have an existing PO approval workflow. Now for some business reasons we have created another workflow for PO approvals. I am planning to put the existing WF to Not Initiating and Release the new one. What potential impacts could happen to the PO’s that are still in the approval process of the previous WF? Will new WF also apply to them? Whats the best way to transition to the new WF without impacting previous transactions?

Add a checkbox to the PO record called “used old workflow” Use a CSV import to mark this as TRUE for all existing POs when you do the cutover Now you can use this new checkbox in your new workflow to make sure the new workflow handles it properly

if the PO's are in a current workflow state you can do a mass update to cancel it as well to bump them out.

Thank you all for the feedback. I am just looking for all old POs to go through previous WF and all new POs to have the updated one. Apparently there is no date created field available for WF conditions. I did try creating a saved search condition but that failed as well. Custom field/checkbox does not work in Edit mode either.