Home      FAQ      Forum      Idea Exchange      Ask a Question      My Stuff      Help   
  
Match Conditions on Actions rather than (or as well as) Triggers
With the ability to create records using a custom button work flow, it would be nice to have an additional match filter to have one button create two or more DIFFERENT types of Records - i.e. Records from different tables.
The Filters in the Button don't do it - it needs to be a filter on the action.
ID
596
Category
Setup
Author

basenine
Date Created
2/14/2013 10:29:41 PM
Date Updated
4/2/2014 5:58:33 AM
Status
New Idea
Score
30
Promoted By
Robert Gustavssonmartin oliverbasenine
Comments
basenine 2/14/2013 10:48:02 PM
Found a work around so ignore this post please!
basenine 4/2/2014 5:58:33 AM
Actually...this one does need some more steam.

It'd actually be nice to have filters on the Actions as well as the workflow...That'd make this task easier.

I've got an "Accept" button that has some filters on it and 9 Actions attached to it: All of the Actions are to create other records that are related to the Parent record.

Sometimes I only need a "Completion" Invoice created but all 4 Invoices are created (5 records are for other things)

My only Work around at the moment will be to put a condition onto the [Quote/Order Id] assignment: If([Deposit Amount]=0, null, [Quote/Order Id])---->TO INVOICE----->[Quote/Order Id]

And then a condition on the other 8 Actions so that the Id of the record won't match the relation

But this still creates an unnecessary record (which can't be deleted with time/change Workflow rule yet(?))

So a filter on the Action would stop the creation of unnecessary records.

preese consider 😀
Feedback
 
Back to Search Results