[jokell]

I have a workflow set up to automatically set the location of any invoice once it is created. Problem is, it doesn’t seem to be executing when other users are creating invoices. Here is what the workflow settings are:

Code:
Record Type
Transaction (Cash Sale, Credit Memo, Invoice)
Description
Workflow to match the location of the invoice to the location of the customer.
Inactive
No
Release Status
Testing
Initiation
Event Based
Events
On Create, On View Or Update
Trigger Type
– All –
And there is only one state in the workflow:

Code:
Record Save 1
After Record Submit
Set Field ValueLocation (Main)=Customer : Financial Location
When I look at the workflow history tab on a newly created invoice, the workflow doesn’t even appear to be running. However if I hit edit and then save (without changing anything) the workflow executes as designed.

Am I missing something? Why isn’t it running when the invoice is first created?
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[Bednar]

Is the workflow still in ‘Testing’ status? If it’s not set to released, it’ll only fire for the owner of the workflow.

[jokell]

Aaaaand I’m dumb. I thought that just enabled logging.Thank you!

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TamiK replied on 05/03/2016, 11:23 AM: Totally not dumb! Never feel bad for missing one step when you created a perfectly good workflow! Just pretend it’s still Monday…

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