Sales Tax Exception Review Workflow

Purpose

This workflow controls routing and status updates for Item Fulfillment records in the support case routing 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	Item Fulfillment
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:

• Sales Tax Exception Review - connected through the support case routing process.
• item-fulfillment - connected through the support case routing process.

Technical reference

Record identity

Item	Value
Record name	Sales Tax Exception Review Workflow
Script ID	customworkflow_demo_support_case_routing
Object type	Workflow
Source XML	Objects/customworkflow_demo_support_case_routing.xml

Project assignment

Item	Value
Primary project	Sales Tax Exception Review
Record types	Item Fulfillment