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NSC | Set a Bank Details Record to Inactive if the Parent Vendor is Inactive using Worflows
There is a requirement to set a Bank Details record to inactive if the Parent Vendor in the said record is also Inactive. To achieve this output, a Scheduled Workflow can be used to update the Bank Details record. Kindly follow the steps below to setup a Scheduled Workflow:
Create a Saved Search that will identify the Bank Details that has an Inactive Parent Vendor
- Navigate to Reports > Saved Searches > All Saved Searches > New
- Click Entity Bank Details
- Search Title: Enter Title of the Saved Search
- Click Criteria
- Filter: Parent Vendor (Custom) Fields…
- Select Inactive
- Select Yes
- Click Available Filters
@Kristoffer Viray-Oracle | Ask A Guru | Let us know what contents you like to see in the Community. You can vote here.
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