anyone know how to exclude journals created from a...
# general
e
anyone know how to exclude journals created from a memorized transaction template in a workflow? Trying to exclude them from going through the approval workflow, but not seeing any indicator on the journal record that would allow me to filter them out.
r
Check the Created From field. I don't think it's visible on the JE itself, but I was thinking that an entry created from a Memorized entry will have that field populated, even if not visible.
e
Thank you, I'll check that out
s
• Create a custom transaction body checkbox, for example: Exclude from JE Approval or Created from Memorized Template • Add it to the Journal Entry form. • Edit the memorized journal template and check that box on the template. • Update the approval workflow condition to run only when: Exclude from JE Approval = F
e
Thanks @Sammy! I'll give that a try