Scenario
User wants to initiate a Workflow when a certain item is on a transaction record.
Solution
As of the moment, the Workflow Manager does not have the capability to directly access sublists. As an alternate solution, create a saved search to determine if a specific item is included on the Transaction record. Ensure that the saved search is set to Public.
When creating the saved search, refer to the following criteria:
- Type is <transaction type>
- Main Line is True
- Item is <select the Item>
Comments