mattoak Newbie

Thanks, Mark! I'll give this a shot.

The primary (2) triggers on the action I've been playing with is On Entry, or Before User Submit. Seems to be the most logical places to inform the user of the month mismatch where they can take corrective action.

I've currently got the Trigger Type on ALL for the WF, and Before Record Submit on the state, though I've played with a couple variations without success. Context is User Interface only. I've left the formula (via custom formula entry) on the state only, so the workflow triggers on every invoice, but the action only kicks…