[JP26]

I have a workflow currently running on a record and being within a state.

I want a transition from this state to a new state (that locks the record) when the record appears in a saved search.

I have attempted the use of a schedule transition but to no avail.

How would I accomplish this?

—–

JP
This is a cached copy. Click here to see the original post.

[carl.billings]

What would be he intent of the lock? Saved Searches are the backbone of many lists and dashboard on tabs. Wouldn’t your record always be locked?

[JP26]

The intent of the lock is to prevent changes to a record two weeks after it’s completion date.

[TMann]

You can do one of 2 things:

1. Don’t create a new state. Instead, create an action in a state that will be running during Edit. Select Lock Record for the Action type and under Condition, you will see that Saved Search is a field. If you select your saved search there, whatever records appear in that saved search the action will be performed on

2. Create a transition to a lock state (per your statement). You should set “Transition on” to blank, and use the condition to the right of Saved Search and enter your saved search there. Then in your lock state add a lock record action with no conditions.

[sklett]

I’m not sure what the execution model for saved search based conditional actions are, but I imagine it’s having some load on the system. In your case you want to execute an Action after a well defined period of time. In a case like this I would use a Delay setting on the Action.

[Author]

Posts