[This has been resolved] It would be wonderful to have the ability to trigger a workflow when a property value has changed. For example, we have leads submit answers on a form, and after a sales rep speaks to the lead, sometimes the rep find out the information our lead selected was incorrect. Once the sales rep overrides the form submission's answer, marketing needs to be notified so we can place the lead in the appropriate follow up workflow to send relevant topics to our leads.
Hi everyone,
My name is Megan and I'm a product manager for the workflows tool. Thank you for your feedback and votes on this idea! There are a few different needs outlined in this thread, and I'd like to clarify a few things to ensure all are addressed.
Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. This is applicable when the object, workflow type and property type are the same. For example, enrolling a contact into a contact workflow, every time a contact property value changes.
To do: Use ”Is known" as an enrollment and re-enrollment criteria. When using the property filter is known for re-enrollment, objects can re-enroll in two ways:
Currently Not Possible: Enroll an object in a workflow, every time a property value changes on one of the object’s associated records. For example, enrolling a contact into a contact workflow every time the contact’s associated company has a certain property value update. This isn't possible because filters referencing associated objects cannot currently be used for re-enrollment.
Workaround: For the above example, use a company workflow instead. Enroll the company in a workflow, every time the company’s property value changes. Use the company workflow to copy the company property value to all associated contacts.
Potential Limitation: the value is copied out to all associated contacts, not just certain association contacts. If this limitation is what’s causing a challenge, I’d like to point you towards two other ideas forum posts that more directly discuss this:
A CRM requested feature, which proposes a property mapping system for different objects, to keep certain property values in sync or updating in certain directions. Customers often use workflows to create their own property mapping systems, but a CRM feature of this nature would make this possible without a workflow. This is a feature the CRM team is actively asking for feedback on via this survey. If that feature would better suit your needs, I recommend taking the survey and adding your support there as well!
A Workflows requested feature, with a specific goal of copying values to only certain associated records, but not ALL associated records. This has been recently updated with new information so take a look and see if this idea is better aligned with your need.
Since the original request of this thread is currently possible, I'm going to close this one out as delivered to prevent additional confusion. For requests that are slightly different, please add your support to a more specific ideas thread that already has support/discussion, or create a new one that goes into more detail about your different need/idea.
Best,
Megan
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