workflow re-enrollment for associated object triggers
In workflows, we need to be able to re-enroll when associated object properties are updated. Calendly and Setmore both only update the time of the scheduled appointment on the contact record, and when an appointment is scheduled, most people make a deal to result the outcome of that appointment. In a deal based workflow, the date of the appointment is copied over to the deal if it's in the "scheduled appointment" stage, but we can't re-enroll when associated object properties are updated. What this means is that if the customer reschedules their appointment for another day, that appointment date will not copy over to the deal. Contact based workflows will allow for re-enrollment since the trigger is looking for updates to properties on the same object as the workflow type, but it only allows us to copy over the date of appointment to ALL associated deals, not just deals within a specific stage. So either we do this in a contact based workflow and have it update the appointment date to ALL deals, causing innacurrate information on all associated deals except for one, OR we do this in a deal based workflow and the appointment date will only update once on the deal and will show innacurate information if the appointment is re-scheduled. I hope you can see how re-enrollment for associated object triggers is needed : )
Yup, we have contact-based workflow, using a trigger based on an associated Shopify ORDER. We can't re-enrol if someone purchases again. But becuase trigger is tricky, we are struggling to find a trigger that can re-enrol.
I need to send a notification whenever the object association of a custom object has changed. Creating the trigger for a single enrollment works, but re-enrollment is not possible as
Re-enrollment in only possible for the actual object the workflow is based on, therefore a change of another object connect to my item does not allow to re-enroll
Change of object associations will not change actual properties (e.g. Last Modified Date), therefore, those can also not be based for the re-enrollment
Very important for us as we are connecting a dedicated custom object (Asset) to a Ticket and we need to inform stakeholders as soon as the associated object has changed!
Hi all, I might have found a workaround that at least worked for me:
For the object the workflow I based on I created a Synced Property "Live System Name" and chose the name of the object I want to get this workflow triggered as source (in my case this was "Live System"). As setting I chose "Update with most recent association", which updates the property whenever a new object is associated. For more infos about that please find this former idea!
Then in the workflow I set the trigger to "When filter criteria is met", chose the "Live System Name" and turned on re-enrollment for this property
For me this worked because I synced data from standard and custom objects within Hubspot to use them as triggers. I am not fully sure, if this can also be done for objects generated by the extensions mentioned in the posts here (Calendly, Setmore, Shopify). But I wanted to share my solution. Hope this also works for you!
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