Using Status as a Transaction Type Workflow Condition

If appropriate, you can use a custom transaction type’s status as a workflow condition. On the Workflow Condition page, set Record Type to Transaction and Field to Status. (Note that this approach is different from the way you reference status in a workflow action. With that form, you set Status to Custom Transaction Status.) In the Selection field, choose the appropriate combination of transaction type and status.

Sample Workflow Condition page where a custom transaction type is used as a workflow condition.

Related Topics

General Notices