CRM

SVobornik
Member

Workflow to cycle through multiple Line Items

SOLVE

I am looking to build a workflow to execute a series of tickets based on line items in a single deal. The workflow I have now works well when a single line item exists, but if multiple line items are on the same deal, it only executes the first condition met and then un-enrolls from the workflow. Is there a way to iteratively go through each line item and execute in sequential order? I.e., if the first condition met, restart the workflow, disregard the first condition, move on to the next, and so on?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow to cycle through multiple Line Items

SOLVE

Hi @SVobornik,

 

This could achieved with a workflow that looks like this:

 

karstenkoehler_0-1708406358401.png

 

If a line item is present, the workflow would go to the left branch, then rejoin the main "thread" and continue with the next check. If not, they'll simply go down the right branches.

 

If you want to create tickets for each line item, you would place them in each green branch before the action jumps back to the main "thread".

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow to cycle through multiple Line Items

SOLVE

Hi @SVobornik,

 

This could achieved with a workflow that looks like this:

 

karstenkoehler_0-1708406358401.png

 

If a line item is present, the workflow would go to the left branch, then rejoin the main "thread" and continue with the next check. If not, they'll simply go down the right branches.

 

If you want to create tickets for each line item, you would place them in each green branch before the action jumps back to the main "thread".

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes