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Default Container in Workflow template TRIM v6.2.2

Advisor

Default Container in Workflow template TRIM v6.2.2

Hi all,

 

I've set a default container in my workflow template. Then I right-click on the record to initiate workflow, the record still sits the original location not in the default container. My question is that how the default container actually works. This sounds like a silly question but I really need you guys' advice please.

 

Thanks,

 

Kelly

2 REPLIES
Frequent Advisor

Re: Default Container in Workflow template TRIM v6.2.2

Hi Kelly,

 

From the Help file:

 

'A record can only be set as the default container of a new Workflow when you are initialising this Workflow from a Workflow template that has no default container.'

 

Good Luck!

Advisor

Re: Default Container in Workflow template TRIM v6.2.2

Hi TOTinQLD,

 

Thank you for your response :smileyhappy:

I have seen that from the help file but it would be great if someone could give further explanation or example on that :smileyhappy:

 

Thanks,

Kelly