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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Cancel RMAs using Workflow
Hi all - i'm trying to create a workflow to cancel or close out expired customer RMAs. Please see the steps I have already gone through below in creating the workflow. I have tested it out (I have admin rights) and I can see the workflow running on some RMAs but its not changing the RMA status as desired.
Record Type: Transaction
Sub type: RMA
Saved Search Filter: Desired saved search which does populate results
Schedule: Daily
Execute as Admin & Enable logging are both checked;
Release status: Testing
Actions:
State 1 (only state)
Type: Set Field Value
Trigger on: Entry
Event types: none selected
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