Hi there.
I seem to have an issue with workflow refresh or renerolment that I’m hoping to solve!
I have a workflow that needs to copy date from products and populate it on the deal record but it doesn’t seem to be reneroling refreshing. If you turn the workflow off, and then publish it again it will do what it’s supposed to but 3 days later, any new info still hasn’t been pulled over.
If the enrolment trigger wrong? I want to to enrol all deals at all times.
How often should workflows refresh/re-renrol deals that meet the enrolment criteria?
Here is a screenshot of one of the workflows -
Hi @MJohnson068
The question is, when do you want this to trigger?
Having “created date” is known, will never re-enrol a deal, as the create date of the deal will never change, it will only be set once, when the deal is created.
Using the example screenshot, it would make more sense to use “amount billed” is known or any other property you want to copy. You are on the right track with the “is known” option as that can work as a re-enrolment trigger.
Another question I would ask, for what purpose are you copying that information? It might be worth exploring HubSpot’s new Sync Properties instead.
Hope that helps.
Frank
Hey @MJohnson068
so, in general records are not meant to be re-enrolling for ever
and these limitations are exactly to prevent infinite loops.
In this example you 've shared
I’d suggest narrowing down you enrollment criteria to Closed deals in the stage Closed Won, I’d avoid people to modify the amount manually once in that stage, so that the WF can work properly also.
I don’t see this case updating constanly, but let us know what are you thinking.
Upsell, crossell and downsell are usually handle in different deals and unified only for renewals.
You can also try using an active list as an enrollment criteria, this will allow you to re-enroll if necessary.
Hope this helps
Thanks very much everyone!
