if I have a scheduled workflow that creates tasks ...
# suiteflow
p
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
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.
You might be able to modify your search to exclude orders where the task was created within a certain date range.
By Flag - I mean like a checkbox, or a date field on the sales order.
So Stage 1 - Entry/Create Task - Stage 2 - Mark field with desired control value
p
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
isn't already a sales order with an attached task with "x" in title is what i mean