how do I replicate an Edit and Save action via mas...
# administratione
evelet
12/03/2021, 3:34 PMhow do I replicate an Edit and Save action via mass update or csv or workflow? I made a change on a record via workflow but after the set field value record update it doesn't show the change until I edit and save each record. I want to avoid a manual edit and save so if it can be done another way that would make my life easier
k
KevinJ of Kansas
12/03/2021, 4:12 PMYou lost me - can you try explaining that different?
KevinJ of Kansas
12/03/2021, 4:13 PMoh wait, I think I got it. You have workflow that has an action that runs on submit/after submit. - but it only runs if something else updates the record or it gets pulled up in the UI
KevinJ of Kansas
12/03/2021, 4:14 PMYou've a few options - 1 - make sure your other method triggers the workflow (i.e. the context is on the workflow - and CSV updates have the "tigger scripts and workflow option picked"
2) write a saved search that has the records you want to update and then excludes already updated records - and use that as the basis for a scheduled workflow that is a copy of your other workflow
KevinJ of Kansas
12/03/2021, 4:15 PMMass updates should trigger workflows by default unless you've picked the context to be excluded
e
evelet
12/03/2021, 6:42 PM@KevinJ of Kansas I actually did a scheduled workflow to update the Payment File Format for a couple hundred Bank Entity Details records. Even though the workflow update was successful, I'm having to edit and save each Bank Entity Details page for every vendor so that the Bills actually show up on the Bill Payment page.
k
KevinJ of Kansas
12/03/2021, 6:46 PMOh - so that one is populated via user event script and not via workflow - and your workflow probably didn't trigger the script. You need to do a CSV import that sets a field value and has the trigger scripts and workflows checkbox marked
e
evelet
12/03/2021, 6:47 PMok thanks. I will try that
👀 1
5 Views