Click on this link for the poll.
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
Execute as Admin & Enable logging are both checked;
Release status: Testing
State 1 (only state)
Type: Set Field Value
Trigger on: Entry
Event types: none selected