if I have a scheduled workflow that creates tasks from sales orders based on saved search, is there are way to tell it to not create a task if it was already run on that sales order? or do I have to manipulate the search more?
k
KevinJ of Kansas
08/09/2019, 6:07 PM
I normally accomplish this via updating a flag on the sales order. Bear in mind - this works on a non posting transaction fine in locked periods, but locked periods will get you on posting transactions such as invoices.
KevinJ of Kansas
08/09/2019, 6:07 PM
You might be able to modify your search to exclude orders where the task was created within a certain date range.
KevinJ of Kansas
08/09/2019, 6:08 PM
By Flag - I mean like a checkbox, or a date field on the sales order.
KevinJ of Kansas
08/09/2019, 6:08 PM
So Stage 1 - Entry/Create Task - Stage 2 - Mark field with desired control value
p
pmendola
08/09/2019, 6:38 PM
i got it to work in the search, I just did it so if there isn't already a task with "x" in title. probably not very future proof but for this instance it works
pmendola
08/09/2019, 6:39 PM
isn't already a sales order with an attached task with "x" in title is what i mean