topic Re: Workflow to Create a record from a logged call in Calling

Workflow to Create a record from a logged call

AlexLovick — Tue, 21 Jan 2025 11:34:08 GMT

Hi,

I want to create a work flow to create a new ticket based off if a phone called has been logged under a contact. However, I've managed to mostly get it to work but it will only even trigger once and if another phone call is logged a 2nd ticket will not be created which I need to be the case.

Would this be something to do with contact re-enrollment ?

Is it possible for me to create several new tickets from logging phone calls under a contact ?

Any help would be amazing!

Thanks in advance!

Re: Workflow to Create a record from a logged call

karstenkoehler — Tue, 21 Jan 2025 11:37:22 GMT

Hi @AlexLovick,

It looks like you created a contact-based workflow which cannot re-enroll records based on associated records. Instead, create a call-based workflow – this will enroll each call that meets the enrollment criteria, and you bypass the issue of re-enrollment.

Best regards

Re: Workflow to Create a record from a logged call

AlexLovick — Tue, 21 Jan 2025 12:24:47 GMT

@karstenkoehler
That worked great, thanks for the help.