Anyone know if you can trigger a workflow on a summary saved search and if it triggers on the summary results or the detail results or not at all?
a
AI1
07/23/2022, 12:30 AM
Yes it will run on summary results and it will only process the records in the summary results not the details
j
JNLNE
07/25/2022, 7:32 PM
Thanks for the reply. can you give an example of this? For instance I'm using a transaction search and grouping by customers. I only want to do an action for the customer.
a
AI1
07/25/2022, 7:40 PM
It runs on every instance of the record type in the search. So if you want to effect Customer, then you need to create a Customer based search.
AI1
07/25/2022, 7:40 PM
However, you could make a customer search (joining to transaction) then group from there
j
JNLNE
07/25/2022, 7:55 PM
Well the only issue is i'm referencing either line level system note field or information not available on the customer record. so it's 2 degrees of freedom, when saved searches only give you 1.
a
AI1
07/25/2022, 8:07 PM
What is the timing of this? Does the WF need to just trigger nightly or monthly? If so you could probably do it in 2 workflows
j
JNLNE
07/25/2022, 8:26 PM
daily.. So yeah you could set a field with the flow then have the other flow look for that and fire off the action. but was hoping to contain this in a single flow.