Anyway to execute a workflow only if the value of specific transactions is less than X? I need to run a workflow to automatically create refunds from Return Authorisations, but only if the total value of refunded RAs doesn't exceed X for today - been scratching my head on this one all day, and having tried multiple ways, I now might be missing something obvious!

Would this work? -Transaction field on Return Auth -Default field with summary saved search that returns amount of RA's for current day -Set workflow Field with Return auth amount field -Condition the workflow based on the workflow field

Thanks. After trying, and failing, with this option earlier, I revisited it and managed to work through the bugs stopping it working! 🙂

If only the Sourcing & Filtering Tab worked in workflow fields...

Just too many separate issues to deal with sometimes - Search Filter using 'Internal ID' doesn't work, but "Internal ID (Name)" does, and most annoyingly selecting the field in the list of values doesn't work, but putting the field name in the formula does!