Has anyone ever done a refund check workflow?
Currently struggling with this. We currently have If Invoice:Balance Due < 0.00, then people within our org are sent an email notifying us that someone needs a refund/has requested a refund. This is to help avoid people overpaying on accident. The workflow starts when a record status changes, and it’s meant to be an automatic process. It’s running in the background as well.
Can anyone lend some assistance? TIA.
Addition: We are using classic workflow.
Currently struggling with this. We currently have If Invoice:Balance Due < 0.00, then people within our org are sent an email notifying us that someone needs a refund/has requested a refund. This is to help avoid people overpaying on accident. The workflow starts when a record status changes, and it’s meant to be an automatic process. It’s running in the background as well. Can anyone lend some assistance? TIA. Addition: We are using classic workflow. Read More