Has anyone created a workflow on bin records that are scheduled from a saved search? My workflow isn't listing my saved search that I created as an option to use for this.
i
Isabella
02/21/2020, 8:04 PM
You have to have a saved search in the same type the workflow is set to, so if its a transaction workflow, it has to be a transaction saved search.
b
Brian
02/21/2020, 9:05 PM
Thanks Isabella, it was the same type. Adding criteria to my saved search made it viewable for some reason.