Define Record Limitations for an Automation Process Visual Workflow Process
Use the Limit Records page of the Automation Process Visual Workflow Process Designer to limit records that are used by the Automation Process to calculate passed time.
To define limited records:
- Open the Automation Process Visual Workflow Process.
- Select the Limit Records page in the left pane of the Current Step Details section.
- Limit records based on Query: Only records for which the query
(saved search) condition is true will cause the action to be executed when the
event occurs.
- Limit records based on Field: Only records where the specified
value is found in the specified field will cause the action to be executed when
the event occurs.
- Limit records based on an Expression: Only records for which the
expression is true will cause the action to be executed when the event occurs.
- Select an existing Expression: Select the ellipsis button to open the Expression Manager, and then select an expression.
- Create a Custom Expression: Select the Custom Expression button and define a Custom Expression.
- Select OK.