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MZivkov
Member

Replay Workflow if it fails

SOLVE

Hi all,

 

I have a Ticket Pipeline that uses automation. Each time ticket is moved to a different stage, it will trigger a different workflow. How can I manually restart the workflow for a specific stage?

It seems that re-enrollment option is not available, and it can't be turned on.

This is the message shown when trying to manually Re-Enroll the ticket:
Attempted to enroll manually by .....
Details: Not enrolled. The record was previously enrolled and re-enrollment isn't enabled for the workflow

 

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Replay Workflow if it fails

SOLVE

@MZivkov just realized that after I hit the reply button, thanks for confirming.

 

In that case, as I said, your best option is to simply create a ticket-based workflow from scratch, replicating the enrollment criteria and steps from the pipeline automation workflow. Pipeline automation is simply a limited version of the regular workflow editor.

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Replay Workflow if it fails

SOLVE

Hi @MZivkov,

 

Even in a ticket workflow without enrollment criteria, you should be seeing the option to enable enrollment – which then allows you to manually enroll tickets:

 

karstenkoehler_0-1724344268750.png

 

If you're not seeing this, can you please share a screenshot of what you're looking at?

 

Best regards

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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MZivkov
Member

Replay Workflow if it fails

SOLVE

Hi Karsten,

 

This workflow was created from the Edit Pipeline screen:

Screenshot 2024-08-23 at 07.32.22.png

 

When opening this workflow In Workflows, the enrollment settings look like this:

Screenshot 2024-08-23 at 07.37.38.png

 And Re-enrollment is disabled. 

I understand there is a difference between creating a workflow In Workflows menu, and In Edit Pipeline / Automate area. 

Can you guide me what is my best option here? Given that this is an Onboarding pipeline, it can happen that Automation attached to a specific stage fails, and process should be restarted from there. That is what I want to achieve. 

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Replay Workflow if it fails

SOLVE

@MZivkov it says right there that records can be enrolled manually – in the workflow editor, are you not seeing the enroll button in the top right corner?

 

karstenkoehler_0-1724391862094.png

 

If that's for some reason not the case, I'd recommend simply creating the workflow from scratch – as a regular workflow, not part of the ticket automation.

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.

MZivkov
Member

Replay Workflow if it fails

SOLVE

@karstenkoehler record can be selected for enrollment, but then in Action Logs:

Screenshot 2024-08-23 at 07.51.00.png

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Replay Workflow if it fails

SOLVE

@MZivkov just realized that after I hit the reply button, thanks for confirming.

 

In that case, as I said, your best option is to simply create a ticket-based workflow from scratch, replicating the enrollment criteria and steps from the pipeline automation workflow. Pipeline automation is simply a limited version of the regular workflow editor.

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.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Replay Workflow if it fails

SOLVE

Hi @MZivkov,

 

Could you please share a screenshot of you not being able to turn reenrollment on?

 

Even in workflows without enrollment criteria, this should be an option for you. Click into the enrollment criteria, switch to the reenrollment tab, turn the toggle on.

 

Best regards

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