Question for the gurus: I'm trying to transition within an approval workflow to a separate state, if the vendor bill is a duplicate (same document number as another vendor bill for the same vendor). I set up a saved search and put it as the condition of the first transition out of the state on after submit, however it is being evaluated to false and I can't figure out why.

You probably need to script the value and make it a stored value field.

that's fine - i've done other summary searches in workflows that execute on after submit and they work fine

Also- what happens if you get same vendor bill number from more than 1 vendor. It's not a true duplicate at that point

the SS groups by vendor and document number

I've never used a summary search successfully in a saved search workflow status - it triggers incorrectly for me.

yeah they definitely work but something about this one doesn't for some reason

how can

internalid

count be greater than 1 as each bill will have a unique internal id. wouldn't your summary criteria be looking to count document numbers?

document numbers will be the same @Netsuite Tragic, meaning that internal IDs would be different - so if there is a count of internal IDs that is greater than one for a given common document number and vendor, then we know there is a duplicate

got it, must read closer,

no worries, it's kind of tough to think through it, especially without the saved search in front of you as a visual