[mneedhameleven]

I would like to create a workflow that updates a field on the customer record based on a search of a custom record attached to the customer record. I am thinking this is how it would work.

I create a scheduled workflow that runs daily and checks a saved search. If the customer appears in this search then the box gets checked. If the customer does not appear in the search then the box gets unchecked.

Here are my questions.

1. Is this feasible with workflow or do I have to script this?

2. Do I do this with one workflow or two (one for checking the box one for unchecking the box) ?

3. What issues do you foresee me running into?

Any help would be greatly appreciated.
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[reece.mak@deem.com]

I am new to workflows too but I think it is feasible as long as your search is worked in your case.

1. Create a customer Record Type workflow based on the search.

2. Create a state each for checkbox, and uncheckbox. Each state sets the update value for the check box and uncheck box.

3. Create a transition to checkbox with certain condition met, also on the uncheckbox too.

I am not sure you need to schedule to run it daily.

[pbrennan]

You may be able to do this more simply with a scheduled mass update.

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