I tried posting about this in the workflow channel...
# general
j
I tried posting about this in the workflow channel but had no response yet. I want to make a workflow that will fire a workflow action script when an invoice changes to the status of 'Paid in Full'. I've set this up the way I'd expect it to but the script only seems to work after viewing the invoice, is there a way to make this happen as soon as the status changes? Note, the status is changing due to a payment being created if this is important.
j
@jmacdonald I could definitely be wrong, but my understanding is that since workflows are active on a particular record, there's no way to have workflow actions happen without someone actively accessing/updating the record in some way either via the UI or CSV import.
r
You could create a SS for all invoices paid in full and use that to trigger the WF.
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r
What event is your workflow trigger? How about your custom action event trigger