Scenario
the client wants to create a workflow to automate the status change, as follows:
CONDITIONS:
The interaction Type is Back Orders
AND
Transaction Status on the associated Sales order is any of cancelled, closed, pending billing, billed
THEN:
Set Interaction Status as Completed
Run once a day (either after 6 pm or before 7 am)
Solution
first, create a saved search based on the above-mentioned scenario.
Report> Saved Search> All Saved Search> Interaction
Go to Customization> Workflow>Workflows
Record Type: Interaction
check on the Execute as admin box
Release Status: Released
Keep Instance and History: Always
check on the Enable logging Box
Initiation: Scheduled
Saved Search Filter: Select the created saved search from the field
check on the box of Repeat ( Based on the Requirement)
Frequency: Daily
Scheduled From Date: select the date based on the requirement
Execution Time: Select a time based on the requirement
Daily Schedule: Repeat every 1 day (Based on the Requirement)
State 1
The new action is Set Field Value
Trigger on: Entry
Field: Status
Value: Select the static value as completed (based on the requirement)
