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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
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Canceling RMAs with Workflows
Hi - I am trying to create a workflow that will cancel and RMAs that are in the "pending approval" status and have expired.
I created a Workflow with the following properties:
Record Type: Transaction
Sub Types: RMA
Initiation: Scheduled
Saved Search Filter: I've selected the saved search I want it to run on - there are results present
Release Status: Testing and I have enabled Logging and keep instance and history.
For my actions, I have the following properties set for State 1:
Type: Set Field Value
Trigger On: Entry
Event Types: None
Contexts: All
Saved Search Condition: Same saved search used above
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