I’m trying to add a filter to a branch of a workflow that checks if a contact is a member of a list but when I search for list under contact properties, nothing shows up. Have been told by support that this is not possible.
Hi @LR23
List membership is not a contact property but rather its own filter category.
So when you create your if/then branch, select the “based on filter criteria” option, then select list memberships, then search for your list.
Hope that is what you meant.
Frank
Appreciate your quick help Frank! For some reason, when I go to do this Contact shows up as an associated object where as in your screenshot it’s the Current Object. This is a workflow to assign tickest so the ticket enrollment trigger is this which may be why Contacts are an associated object:
Any ideas?
Hi @LR23,
It looks like you’re creating a ticket-based workflow. Contact list membership filters are available in contact-based workflows but not in ticket-based workflows.
As far as workarounds go, here’s what you could do:
- Replicate the contact list filters in the branch, if possible, instead of attempting to filter for list membership directly. For example, if you list filters for “Persona is any of A”, filter directly for “Ticket is associated to any Contact with Persona is any of A” in your branch.
- Set up a contact-based workflow that enrolls contacts from the list, then sets a property value on the contact record. (It would have to clear the value when the contact leaves the list.) You can then reference this property value in the branch of your ticket-based workflow.
Best regards!
Option 2 is the winner! Thank you so much for your help!
