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Andrew

05/03/2019, 12:00 AM
Hi all, I am trying to trigger a workflow that automatically updates a field in a Sales Order when a customer approves the order by email response. I was able to create a saved search that tells me if the customer has replied through the communication tab. But I cant seem to get it to trigger the workflow and update the record once it enters into the saved search. Is this possible with workflows?
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KevinJ of Kansas

05/03/2019, 12:23 AM
Try doing a scheduled workflow instead
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Andrew

05/03/2019, 12:42 AM
Let me try. Thanks.
Worked like charm! Thanks.