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Workflow to Create Cycle Count

edited Jun 2, 2025 2:50PM in Ask A Guru 6 comments

I need help making a workflow to create inventory counts each day. We use the Inventory Counts feature, not the WMS bundle. Each day, I create multiple inventory counts for 5 different departments - I have customized the Create Inventory Count page to display the Department. I want the workflow to create inventory counts each day and set the following:

  • Count Start Date = Today
  • Count End Date = Today
  • Account = Always the same
  • Department = Will be one of five departments but will repeat entire process for the other departments
  • Mark All
  • Submit
  • Edit the Inventory Count to select the Department again.
  • Click Start Count (to change the status from Open to Started)
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