Overview
The Remove PO Missing Tag from Invoice workflow automatically removes a tag from an invoice once a purchase order (PO) number has been added. This keeps your records clean and ensures your team only focuses on invoices that still need attention.
How It Works
Set Workspace filters to define when a PO number is required.
Select the tag you want the workflow to remove (e.g., "PO Missing" or "PO Required").
When an invoice that previously matched the filters now has a PO number, the selected tag is automatically removed.
Setup Steps
Go to the Workflows Gallery by navigating to Workflows > New Flow > Use Gallery.
Find Remove PO Missing Tag from Invoice and click Use Workflow.
Define your Workspace filters to specify when a PO is expected.
Select the tag you want to remove.
Click Publish Flow.
Notes
Make sure your Workspace filters match those used when applying the original "PO Missing" or "PO Required" tag.
Removing the tag helps keep your workflows and task lists up to date and focused only on open issues.
⭐️ Community Contribution
This workflow was created by Melissa Zmuda at Pendo
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Automatically keep your invoice tagging clean and current as PO numbers are updated!