Workflow to Create a record from a logged call
SOLVEHi,
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!
1 Accepted solution
Workflow to Create a record from a logged call
SOLVEHi @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
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Workflow to Create a record from a logged call
SOLVEWorkflow to Create a record from a logged call
SOLVEHi @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
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
