Service Case SLA Tracking Workflow

Purpose

This workflow controls routing and status updates for Customer Payment records in the drop ship coordination process.

Behavior

• Evaluates record status and required fields before moving to the next step.
• Sets review fields used by saved searches and dashboard queues.
• Sends reminders when records remain unresolved.

Runtime and deployment

Area	Setting
Record type	Customer Payment
Trigger	On create and edit
Release status	Released

Operational notes

• Review workflow states before changing approval fields.
• Test transitions with open records before changing release status.

Related configuration

This object references:

• Service Case SLA Tracking - connected through the drop ship coordination process.
• customer-payment - connected through the drop ship coordination process.

Technical reference

Record identity

Item	Value
Record name	Service Case SLA Tracking Workflow
Script ID	customworkflow_demo_drop_ship_coordination
Object type	Workflow
Source XML	Objects/customworkflow_demo_drop_ship_coordination.xml

Project assignment

Item	Value
Primary project	Service Case SLA Tracking
Record types	Customer Payment