How to use line items as condition in workflow tra...
# administration
m
How to use line items as condition in workflow transitions? For example, if item is non-inventory in a purchase request go to State 2, if not, go to State 3.
a
You might need to create a body field like a checkbox that says “contains non inventory item” Check that box Before Submit using a set field value action Then trigger your transition off that custom field After record submit
m
I run them off custom fields within the workflow itself - if certain line conditions are true, it checks a box that lives in the WF, which then I can run transition logic off of.
a
Good call @Mark C that was going to be my next thought Custom WF fields or fields on the record itself that you can trigger off of
r
Will saved search as the condition on the state get you there? I haven’t done this, was just thinking it might work.
m
i'm gonna try your suggestions, just testing now.