Executing a Transition with a Saved Search Condition

You can use a saved search as a condition for transition execution. The transition executes if the current record in the workflow is returned by the saved search. Use this type of transition, for example, if you want to transition based on data that is not directly available to the workflow, like data on a sublist.

Note:

To appear in the Saved Search dropdown list in the transition properties, the saved search record type must be the same as the base record type for the workflow.

To create a transition based on the results of a saved search:

1. Create a saved search on the base record type for the workflow definition. See Defining a Saved Search.

2. Create a transition between two states in a workflow. See Creating a Transition.

   The behavior of the transition depends on the value of the Trigger On property for the transition:

   Trigger On Property	Transition Behavior
   Blank	Transition executes if the processed record is returned in the saved search results.
   Scheduled	Transition executes after the value of the Delay property is reached and if the record in the workflow is returned by the saved search.
   Entry, Before Record Load, Before Record Submit, After Record Submit	Transition executes on the specific trigger, if the record in the workflow is returned by the saved search.

3. Save the transition.

Related Topics

Transitions Examples

Blank Transition Trigger

Specifying States for Child Workflow Transitions

Workflow Transitions

Working with Transitions

Transitions Examples

General Notices