Get around not being able to re-enroll workflows based on activity criteria
Mar 23, 2020 5:05 PM
I'm having trouble figuring out how to accomplish a couple different things because we can't use activity-based criteria to re-enroll workflows. Has anyone been able to work around the workflow re-enrollment limitation for activities?
Here's what I'm trying to do...
First: I want to send a notification to certain individuals when an activity date changes for a certain call and meeting type, and I want them to receive a notification every time that activity date changes, regardless of how many times that date changes. I wanted to set up a workflow with this criteria:
- call and meeting type = x
- meeting start time has been updated in the last 1 day
However, that will only trigger the workflow the first time the meeting is created, not any time the meeting changes.
I want to avoid having to invite these individuals to the meeting, since they are not attendees, but they need to be aware of when it is occuring to do some preparation.
Second: I want to sent a notification to and create a follow-up task for a particular user if an activity is occuring within 7 days, if an attached ticket is in a certain status. I wanted to set up a workflow with this criteria:
- ticket category = x
- ticket status = y
- call and meeting type = z
- meeting start time is less than 7 days from now
Similar to the above, though, I can't use any of this criteria for re-enrollment, and I would want to trigger the same notification and follow-up task if that meeting start time changes but the ticket is still in the same status.
Basically if the meeting is within 7 days but the ticket status is 'y', we will need to reschedule the meeting. But if the ticket status is still 'y' when the new meeting date approaches, we want to be notified so we can reschedule the meeting again.
Thanks in advance for any ideas!