I have a concern about the timing of workflows versus actions and would like to know if my concerns are valid and how to avoid problems.
I am designing a process whereby a user selects DaySheets from a list view and an Action adds UserEmail() to the [Select] Column of the DaySheets worksheet - this works well so far
Then I have a Group Action that does the following:
- It allocates an Invoice number to the [Invoice Num] field of the selected DaySheets - this works well
- It then Edits the value of the [UpdateStatus] field in my Orders table to “Run Invoicing”. The intent here is to trigger a Workflow that will create and send an email with required information for invoicing and attach a PDF copy of selected DaySheets. The Action works and during testing the workflow is triggered.
3.It then reinitialises the value of [UpdateStatus] back to blank. The Action works.
- It then reinitialises the [Select] field in the DaySheets worksheet back to blank. The Action works.
My concern comes from research I did yesterday that shows that my Actions and Workflows are triggered from different locations, namely the Client and the Server. For my mechanism to work the Workflow needs to be triggered immediately after step 2, and certainly before step 4 is completed. If it is triggered after step 4 has finished, there won’t be any records with a valid [Select] flag.
Am I right to be worried, and if so, how can I fix it? Invoicing is too important not to be reliable.