PSA: If your company uses the “Opportunity” record...
# general
t
PSA: If your company uses the “Opportunity” record type, you may have noticed that they are currently not a sub-type of Transacitons, but a standalone type of record in most cases. Today, they suddenly became a transaciton sub-type in the scope of Saved Searches. If you have a transaction saved search that’s not restricted to a specific sub-type, and is used in, for example, a workflow criteria, that workflow might break. (Incidentally, Opportunities are not an available transaction sub-type in Workflows, they are a separate record type, so this example situation will generate a lot of errors.)
Not sure where the best place to post such things is, let me know if there’s a better spot!
k
They have always been related to transactions in saved search.
They are a quasi-relationship/transaction
However, you are correct in that you can't run a workflow with a transaction type on an opportunity
t
We have had a workflow running on a saved search criteria since 2018 with no changes, today suddenly it exploded in errors because the saved search started pulling in Opportunities on its own somehow. Possible that there was a glitch on our end, but we couldn’t find anything so I thought I’d post about it just in case 🙂
(I fixed it by adding
Type is none of Opportunity
to the saved search criteria)
k
Seems like a good fix. Generally, I don't recommend using a completely unstructured selection for workflow criteria.
t
What do you mean by “completely unstructured selection”?
k
I.e. I run workflows on one transaction type at a time.
Invoices get their own workflows, Sales Orders get their own workflows, VB, etc
Primarily because I try to run as few workflows on each transaction record as possible. Also because I've had issues with even simple workflows struggling when deployed on POs and SOs for example.
t
That makes sense! Although that conflicts with other wisdom I’ve received on here to try to consolidate workflows as much as possible to improve efficiency and loading times.
k
I do consolidate workflows - by each record type
if the workflow isn't initiating on SO, it's not going to hurt performance on SOs
t
Ah, that’s really good to know! Thank you!
k
if it's not on the list at customization-> scripting-> scripted records, it shouldn't be impacting performance, script or workflow.
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