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Custom Conditional Workflow Formula

edited Jun 2, 2025 2:45PM in Ask A Guru 3 comments

hi,

I am trying to create a WF for Invoice that will show a message (Before Field Edit), with the following condition: TO_CHAR({trandate}, 'DD') <= '07', for some reason this is not working. I've noticed that the WF custom formula condition syntax behaves a bit different than the standard saved search formulas, however, I was unable to find a suite answer articles on this.

Could someone please advise what would be the correct sytax custom formula for WF, as well as, if they have any additional knowledge to share in regards to WF custom formulas? Thank you

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