The ticket is created immedately after enrolling into the workflow. Then we sent out an email to the internal AR department to reachout to the customer. Then we have a if/then branch if in 30 days invoice status is paid we it will create a task to close the ticket but if they haven’t paid it should move the ticket to the cancelation/deactivation pipeline.
PS. No I don’t want the ticket to be in 2 pipline at once.
This workflow was created on invoice based workflow and I can’t see the edit record option in it.