Your saved search workflow won't work because in o...
# suiteflowk
KevinJ of Kansas
03/10/2020, 7:26 PMYour saved search workflow won't work because in order to trigger a saved search condition workflow, the record must be first stored on the server- which means it's already been created
c
Catherine Fray
03/10/2020, 8:00 PMI'm not currently using a saved search workflow, because of this. But I also can't seem to use a straight up condition on the workflow to join through the journal line.
k
KevinJ of Kansas
03/10/2020, 8:02 PMYou can't.
c
Catherine Fray
03/10/2020, 8:02 PMOk, thanks
k
KevinJ of Kansas
03/10/2020, 8:02 PMYou will have to write a script to perform the lookup and reject the transaction
KevinJ of Kansas
03/10/2020, 8:02 PMmaybe you could add a custom column and source it on to the record and then reject it from there - but you can't really touch journal lines the same way you can touch item lines with workflow
c
Catherine Fray
03/10/2020, 8:43 PMWorth a shot...thanks again
2 Views