Page Comparison

An alternative method of implementing the final step of the workflow would be, instead of running analysis to update the Invoices stream, create an Insert action on the Invoices stream. From the intermediate step, you would need to pass up all details needed to populate an invoice record - including any contact fields required. Then you would associate this action with the button on the intermediate dashboard that completes the invoice creation process.

Which method you choose is a design decision based on the the data set you are dealing with, and the process you are trying to implement. If, for example, the final step of creating invoices involves a lot of rules which are easily implemented in analysis - such as enriching the data through lookups, then the method we have used here would be best.

However, if the creation of invoices involved no additional logic, using an insert action is probably easier to implement. If you have time, try and create invoices using this alternative method.