topic Re: How to trigger workflow when someone submits any form with exclusions? in Lists, Lead Scoring & Workflows

How to trigger workflow when someone submits any form with exclusions?

Kirbs — Wed, 28 Feb 2024 14:57:58 GMT

We have a number of 'lead gen' forms and forms get added regularly. I'd like to a workflow that sends all these submissions to a Google sheet, minus any from a few forms such as Contact Us.

The problem I am having is being able to EXCLUDE forms from the workflow.

I can select if ANY form is submitted, or I select if individual forms, but I can't seem to find a filter that allows me to exclude individual forms.

Selecting all the individually isn't ideal because people are create new ones for various reasons.

If you have any suggestions, please let me know. Thanks

Re: How to trigger workflow when someone submits any form with exclusions?

karstenkoehler — Wed, 28 Feb 2024 14:59:49 GMT

Hi @Kirbs,

You add the enrollment criterion "AND Recent conversion doesn't contain any of X" and thus exclude contact form submissions 🙂

The workflow would then fire when any form was submitted but only when this form does not have X in the form name.

Best regards!

Re: How to trigger workflow when someone submits any form with exclusions?

Kirbs — Wed, 28 Feb 2024 15:12:04 GMT

Clever workaround. Thank you 🙂