Hey there ! Does anyone masters saved search transitions ? I’d like to know if I have to schedule the transition or leave the "transition on" blank for the workflow to transition as soon as the saved search condiiton is met. Will the

Is your criteria on the record itself? or a related record?

The criteria is the saved search. I thought: when the transaction is inside the saved search > the transition occurs.

Scheduled workflows only control entry into the workflow - it won't re-evaluate where it sits in the process on a daily basis

Here’s my dunning workflow:

Ok - what you're wanting on there is a scheduled transition. and then a criteria that dictates whether it's open or closed.

And I want the inter-dunning phases to trigger according to a Saved Search.

if it's not, it moves to 1st dunning

A delayed transition ?

dunno. i dont set up workflows that way

Ok I understand, I’ll follow what you recommended and go simpler. Delayed transitions (+14, +15days) and scheduled transition for the closed step.

Testing that will be a bear

The saved search scheduled transition ?

i mean, your delayed transitions, and making sure it moves appropriately.

What could prevent them from moving (except for the conditions on the transitions ?)

If you set the saved search as the criteria and leave the translation on blank it will transition when the criteria of the saved search is met No need to add buttons or setup a schedule

I have never had a workflow that could transition when the record hadn't been directly acted against.

Yeah I always thought you needed to do an action like click a button or edit & save. However I was on the phone with NS support and they walked me through it and it worked! I was so surprised! Give it a shot. Make a custom record with 2 fields (checkbox and long text) Then make a few example records some with the check box checked and some without Then make a workflow with 2 states State 1 - no actions State 2 - set field value action, set long text field to “I’m in state 2!” Create a saved search, type = your custom record. Criteria = checkbox field = T Create transition on state 1 of workflow and use saved search as criteria (do not fill in any other field, not “transition on” not “delay”) Remember to only set the saved search in the criteria Set your workflow to Execute as Admin = T and status = “Released” Then save Reload your saved search and there should now be your “I’m in state 2!” Text next to all the ones where the checkbox = T

The challenge here is that the record that causes a change in condition isn't the record itself, but a payment against an invoice.

Thanks for the feedback @AI1 thought that the scheduled transition would work, since the condition is checked every 30 minutes. The blank transition trigger seems to work as an "any trigger" then, and includes scheduling.