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
AI1
08/17/2021, 11:15 AM
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
Mark C
08/17/2021, 1:29 PM
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
AI1
08/17/2021, 5:35 PM
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
Rebecca
08/18/2021, 8:46 PM
Will saved search as the condition on the state get you there? I haven’t done this, was just thinking it might work.