Scheduled Workflow to Updated Custom Stored Field Value from Non-Stored Value Field
I have a non-stored value custom field on the customer record to show sales by month for the current year, derived from a saved search. I want to be able to access this field via other saved searches, so to do that I created a similar hidden field as stored value. I am trying to update that field via a scheduled workflow, but I can’t get it to work. I set both fields to free-form text thinking that was my issue, but still doesn’t work. Can someone help me figure out what’s wrong with this? I attached screenshots of workflow and action – the action is set to trigger on entry.
Answered my own question – I didn’t realize that when testing a scheduled workflow it only processes 20 of the records from the saved search, and they are random (it seems). When I looked far enough down in the list I found that the workflow did in fact initiate and work correctly.
As a general rule – I try to restrict my test runs of these to a smaller subset where I’ll be able to tell if it worked. Then the 10-20 record cap doesn’t impact me. (I have experienced mixed results as to exactly what number of records it updates)