i am running a transaction saved search and only want to include results where a particular workflow has not run. adding the workflow history to the criteria doesn’t really do the job. i need more of a “if workflow X has not run then show the result”. any clues how I can do this?

It's not a great long term solution, but you can probably solve this with some basic math, case when statements, and grouping. Case when (workflow you care about) is in the history, then 1 else 0 Sum a statement like that, grouped by transaction, and anything = 0 would be your target. Long term, if this information is important, then you probably want that workflow to set a flag on the transaction when it is run so to don't have to deal with things like this in the future and it would be more accessible for everyone. Of course don't do this for everything... You can always take solutions like this too far (too many custom fields).

haha i feel like i crossed the “too many custom fields” path quite some time ago! ok, so get the workflow to set a custom field to basically say “this has been done.” got it!