04/28/2022, 3:35 PM
Can you have multiple actions on a scheduled workflow that use a different saved search than the parent workflow?
To expand, I have a scheduled transaction (SO) workflow defined with 'Saved Search Filter' being search A. Currently there is just one state with 2 actions. The first action has 'Saved Search Condition' defined as search A, which is working great. The second action has 'Saved Search Condition' defined as search B (another SO search with a different date range). This second action doesn't seem to be executing fully like the first action.
If none of the transactions on search B are on search A, is it the 'filter' defined on the parent workflow settings preventing the transactions on search B from being processed on action 2?

Aaron Biederman

04/28/2022, 4:47 PM
^^ That's exactly what I was thinking reading through this. That search on the 'parent' workflow would act as the initial filter to any states.


04/28/2022, 5:37 PM
Yep, TIL what 'filter' means. Setting the Saved Search Filter to a search C that included all transactions on search A and B let the second action complete successfully.