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I have a custom record with a workflow. The workflow sets a date field when a status field is changed to "In Process". I'm using an after field edit to trigger this event. This workflow works fun when in the record UI. But if the user edits the date field directly in a saved search, the workflow fails to trigger and the…
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They are all active. After searching it appears I'm not the only one with this problem.
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Thank you for the script information. If the file is related to a record such as a customer, if I run the script to move the file to a different folder, does the link to the customer record get broken?
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Has anyone tried changing the opportunity on a sales order using a CSV import?