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Discussions

Cancel RMAs using Workflows

edited Jun 2, 2025 2:24PM in Social Groups 1 comment

Hi - I am looking to create a workflow that would cancel customer RMAs that are 'pending approval' and have expired.

I have created a workflow with the below parameters and have tested it and see the activities log as being successful, but its not changing the record as desired.

Summary fields

Record Type: Transaction

Sub Types: RMA

Initiation: Scheduled

Saved Search Filter: Desired saved search ... confirmed there are results in the saved search

I have it set to execute as Admin, release status set to Testing and enable logging.


For the actions, I have the following parameters for State 1 (the only state):

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