Trigger slim save and mark processed records deletable
Trigger slim save and mark processed records deletable
Your records without slim copies pile up, causing manual cleanup and delayed reporting for coordinators. Processed records get flagged and slim copies become available to reviewers the same day.
Overview
When approved items sit unprocessed, coordinators spend time cleaning records and reporting lags. This workflow runs a lightweight save, then flags the source record so your team has clean, review-ready copies the same day.