when is your workflow firing? when someone loads it after the fact? when it's created?
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Roxane CdC
05/15/2020, 5:53 PM
it's triggered upon entry of the JE. First action is to set the approval status field to "pending approval"
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KevinJ of Kansas
05/15/2020, 6:01 PM
I often build a separate scheduled workflow to auto approve the system generated noes that I don't want my users to have to touch.
KevinJ of Kansas
05/15/2020, 6:02 PM
Or a workflow for bringing the in to the standard workflow if they aren't getting included when they should
KevinJ of Kansas
05/15/2020, 6:02 PM
I don't normally try to exclude them.
s
Sean Murphy
05/17/2020, 10:33 AM
@Roxane CdC there is a checkbox field in the transaction you can use as a condition named "Memorized" so you should be able to add, memorized = false or != true to exclude these from the process.