hi there! i am working on a workflow to automate customer taxable status (a custom field) and i am running into some issues. i have one state for the automation but one (action) group that i can't seem to figure out. i have a custom formula as my condition and it doesn't seem to be working although the others are. what this (action) group should be doing is setting a few values if the customer was created 25 days ago and the taxable status is X on a scheduled basis. i replaced my conditions with a saved search condition to see if my condition is the issue and that did not seem to work either. could it be because i have two scheduled groups within this state? appreciate any help here - thank you!

Is your workflow doing anything else accept this? Also is there only 1 state in the WF?

yes, only 1 state in the WF

So I’ve never tried to do what you are doing with the action group. But this would work better if you setup a scheduled workflow based off saved search criteria

so i first created a saved search to contain the workflow to only these specific customers so made it a scheduled workflow - but what makes it difficult is there are a few scenarios i'm trying to capture from that saved search

Instead of = 1 use the name

i had removed that portion of the formula and i was still having the same issue, which is weird - but i will try that, thank you!