I need a workflow action to run on all SO's before...
# ask-stanley-ai
d
I need a workflow action to run on all SO's before record load except when a SO is a memorized transaction. How do I exclude memorized transaction context from a workflow
c
AI generated answer (using internal Slack threads):
In order to exclude memorized transactions from your workflow, you can use the "Memorized" field in the transaction as a condition. This field is a checkbox that indicates whether a transaction is memorized or not. You can add a condition to your workflow that checks if the "Memorized" field is false or not equal to true. This will exclude memorized transactions from the workflow. Here is a sample condition you can use:
Memorized = false
or
Memorized != true
Please note that this condition might not be available in the visual condition builder. In such a case, you might need to use a formula or a saved search to drive your workflow condition. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.838714659
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.809051573
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.803100705
Please provide your feedback on this answer.