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How to evaluate a search based on all sublist records, not just look for 1 in the list

edited Jan 3, 2020 12:59AM in Search / Reporting 1 comment

I'm wondering if someone can tell me if it's possible to set the criteria of a search to search all of a sublist (essentially saying none of them can be this) instead of letting the search evaluate to T based on one result. An example is the best way i can think to show this. I want to set up a workflow around this but am struggling coming up with the proper search criteria.

Customer based workflow, therefore needs to be a customer based search

2 different conditions for 2 different actions:

condition 1: customer has an existing open opportunity > action 1 happens

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