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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.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
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).
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