Workflow to create custom record from transaction
I have tried to setup a workflow to create a custom record based on details from an invoice on a scheduled basis but nothing is happening. Is it possible to do this? Why would the custom record not being created.
There are many reasons this could be happening. The best way to start troubleshooting is to turn on workflow logging and then review the workflow logs for transactions you expect to have the record created for
Also are you using the create record action?
If so is it triggered upon Entry?
