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June 10, 2026 | Question of the Week
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Auto Receive Transfer Order

Hello!

I need to create a sheduled workflow that runs and "Receive" all TO's on transaction saved search.


I am not well oriented in creating workflows and have not worked with them much. I found an exact copy of this question on the forum, but unfortunately it was not logically completed - Auto Receive Transfer Orders.

Criteria:

Results:

Data received:

Next, I created a workflow with 'Transaction' type and use these parameters. But unfortunately I don't know what to do next.


As far as I know, then I need to create a state and somehow save for example the Id of TO records from the saved search. Then initiate pressing the 'Receive' button or something similar.

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