Discussions
Criteria Summary in Workflows
...or not in workflows, rather.
Through an unpleasant experience when we tried to go live, we were made aware that a scheduled workflow which is triggered off of a saved search completely ignores any criteria listed in the Criteria Summary section on the saved search. So this means that the saved search will work correctly, and then the workflow will execute on those records, and also any other records that violate the terms in the criteria summary section, but not the main criteria section, of the search.
This is listed as Enhancement # 210956
Further, WFs themselves cannot drill down to the sub records (so I can't look at anything on, for example, the item record for items on a given SO, the way I can in a saved search).