I have a WF custom action that runs on both Create...
# suiteflowj
jen
01/27/2022, 4:38 PMI have a WF custom action that runs on both Create and Edit of a Sales Order or Estimate. It has a condition that checks the Status of the TX, however, this fails when we are in Create , I’m guessing because there isn’t a status yet. I’m trying to find a way to add a WF Action condition that’s “has id” or something to check if this is a TX being created but I’m not seeing that option. Any suggestions? I could just split this into two actions (one that runs on Edit and checks status, one that runs on Create and does not check status) but that seems like an annoying solution.
jen
01/27/2022, 4:38 PMbasically the question is “can I add a WF condition that checks if record has an id yet”
j
James Morris
01/27/2022, 4:46 PMDocument number is/is-not empty in the conditions?
James Morris
01/27/2022, 4:46 PMOr more directly, run the action on certain Event Types only (e.g. Create or Edit)
j
jen
01/27/2022, 5:05 PMI don’t see Document Number in there as an option under the “Field” drop-down for WF Condition.
jen
01/27/2022, 5:06 PMI am already running the action only on Create and Edit. However, I need to also check the status (for existing TXs)
r
rustyshackles
01/27/2022, 9:52 PMHow about changing the event on when it runs? Maybe moving it to the After Record Save?
a
AI1
01/27/2022, 11:38 PMDocument number is called Ref No in workflows
wow 1
AI1
01/27/2022, 11:39 PMAlso if you run your action After Record Submit it should catch the status
j
jen
01/28/2022, 11:30 PMI gave up and split it into two actions.
jen
01/28/2022, 11:30 PMone on edit (that does the check for status) and one on create (that does not)
jen
01/28/2022, 11:30 PMotherwise it fails on this, and I don’t want to mess with when it’s happening, in case that has knock-on effects.
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