Ok, I got around the issue by making all my transitions in the main workflow (scheduled, using a saved search as condition) trigger on entry and creating a second workflow that is initiated on create and edit (triggered on before record submit). The second WF initiates the main workflow after record submit.

Actually I can't get it to work unless I store the value. What happens when the value is stored?

This morning there were not any stuck. Stay tuned.

I had actually tried that but I still got stuck. I moved some things off the first state, so I can try again. I'll post back here when I figure it out.

Couldn't you make a custom action script for an alert (confirm) popup and return the response to the workflow?

I did that before the fix was rolled out. Case # 1383315 the support person was able to reproduce the effect. She attached my case to the Defect # 201271.

Update - we are still getting stuck workflows, but the number is much lower (28 today, for instance) and as I have a work around mass update scheduled daily we are getting our process to work. Still, it's strange that the workflows are hanging.

I could see no other way to trigger the WF with both scheduling and creating/editing records. It is working amazingly well. This workflow has turned out to be quite complicated; it has grown to two custom action scripts, utilizes 4 groups, a saved search and the triggering workflow. I am so glad I was able to take the…

Of course, now it stays in the state that I created for an exit condition. Workflows are like learning 3 new languages at once, with very few examples. It's not that they are so complicated, it's just that there are intricacies that take time to grok.

Evan, on a whim I tried the entitygroup and, while it's not documented, it is exposed. I got it all to work fine and thought I would post my function, in case others could use it. // Take in a group and checks if the current // user is in the group. Returns true or false. var main = function() { // vars var group, user,…

As of this morning we have 151 records stuck in the default state. I have made a dummy field on the transaction and I run a mass update daily on that field (date) as a work around, so at least the records get cleared of the workflow, but there is still something wrong.

Yes, but it's not consistent; it's only on certain conditions. I am starting to think I need to separate this one into two workflows. I need to be able to enter into the wf by a saved search and when the record is edited. I think the mixture of the trigger conditions is what is messing me up.

By the way, thanks for your help. Yet again :)

The custom workflow action just needs to do a crm group search for internalid = passed in group and groupmember.internalid = current user, and check if it gets any results. -e Ok, I confess. I lied earlier. I just built out a stub that returned 'T' to my field and ran with that, trusting that I could do a search using…

Thanks Evan. In order to complete this work flow today I am just doing a static check against members in the conditions of the button and lock actions. I will try your suggestion later today after I can breathe a little easier :)

Can you just create an exit state (a state with no transitions) and transition to that state as the last transition, with no condition. @ Evan - I have created the exit state like you have stated above and now I have hundreds of transactions (proposal (estimate) subtype) that are stuck in that state. The workflow is…

Worked like a charm, Evan. Thanks.

Thanks V. I had posted in both to double my chances of an answer :) I got it working now. nlapiPrintRecord works fine in a workflow action script.

Of course. function attachAndEmail(){ // Declare Vars var employeeid = '132957', rec, to, ccid, cc = null, bccid, bcc = null; rec = nlapiGetNewRecord(); // Get recipients to = rec.getFieldValue('custbody_wo_contact_email'); // CC and BCC id's ccid = rec.getFieldValue('custbody_wo_viewpoint_contact'); bccid =…

It has been a few months since I felt completely floored by something I didn't know about. I didn't know about Workflow Action scripts. Thanks for the heads up! I assume I can use the same process to attach the record I am on with nlapiPrintRecord? Thanks again. I am wondering how long it will take for me not to get…

Ah, thank you. Come on 72 days :)

Printing the attachment works like a charm.

I imagine you could build a custom action script that would check for the time. Look at this example. You could then either return a boolean and send the email in the workflow or you could just merge and send in the script. The latter allows you to attach forms and use BCC, which you can't do in wf's.

I would be very very interested in a better de-duplication method in general. We have literally thousands of leads that are obviously duplicates. Many were brought in when NS was first implemented (before I got here) and people were new to the system. Or, when we got supposedly new leads from marketing companies, but were…

Did you ever find out how to send a copy of the document? Can you do attachments from a workflow.

Hmm, ok. Off to create a script then. Thanks.

I am still having the same issue with my workflow not exiting. I will implement a scheduled mass update to force the issue, but it seems hacky. If we have to hack it, maybe NS should add another new action to be placed on a state that forces an exit. That would solve my hanging issues without having me to add another cog…

I have experienced the same issue and have created a case with support. The rep I am working with suggested we create a checkbox to test whether or not the workflow is successful. Strange though, we set the scheduled workflow to "Testing" so we could see the logs. The logs indicate that the "Set Field Value" actions are…