How do I apply new workflow rules to existing transactions?

Workflow Rules are not applicable to existing transactions. They consist of a set of actions that will be executed only when a particular criteria is met, starting from the moment the workflow rule is created. For a workflow rule to be triggered while editing, the trigger for the workflow must be event based instead of date based and the option selected as ‘Created or Edited’. Here’s how:

• Go to Sales/Purchases on the left sidebar.
• Select a module for which you want to apply the workflow rule.
• Select a transaction.
• Click Edit.
• Click Save.