The Workflow Assignment Lookup action allows you to search an assignment matrix (specific Record Type) and set field(s) in the active Record to use for workflow assignments later.


Options


Search


    • Search In - This field allows you to select the Record Type to search in. This is handy to limit your search to only that Record Type. If you want to make your configuration more portable consider selecting "Skip Record Type Check" here and specify the RecordType variable directly in the "Search For" fields.


    • By Values - You can specify all the fields necessary to perform your approval matrix search. This can include ranges on dates and numbers as well.


    • Security - If you turn this ON then the search will not be limited by the current User's security to find Records.


Update


    • Named Record - You can enter a Named Record here and that Record will receive the data.


    • Update Fields - You then need to specify all the fields to update. If you are updating the current record then the values will be updated in this record. If you are updating the found record(s) then all the Records that were found will be updated with these values.