Sunday, February 17, 2019

Initiate a workflow when a certain item is on a Transaction record

As of the moment, the Workflow Manager does not have the capability to directly access sublists. As an alternate solution, create a UI saved search to determine if a specific item is included on the Transaction record. Ensure that the saved search is set to Public.

When creating the UI saved search, refer to the following criteria:
- Type is <transaction type>
- Main Line is True
- Item: Item = <item internal ID>

For example, you wish to create a custom record when a specific item is on your Invoice record. On the Create Record action, specify the UI saved search as the condition.

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