Credit Hold Condition Not Working in Workflow

When creating a condition using an Entity’s Credit Hold value, a Custom Formula is preferred instead of using the Visual Builder. Using the Visual Builder, the action will not trigger.

 

Solution

1. Navigate to Customization > Workflow > Workflows
2. Click Edit on the custom workflow
3. Click Edit on the action using Credit Hold as condition
4. On the Condition Builder > click Formula
5. Change Formula to {entity.credithold.id} = ‘ON’ or {entity.credithold} = ‘On’
6. Click Save