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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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