Jun 3, 2021 11:31 PM
I'm trying to use a workflow to automatically create tasks into a queue that are created when a line item on a deal has one of its property/fields changed to a specific value, ex. "Start Negotiations" = True.
So if a deal has three different line items, when each line item has its "Start Negotiations" property changed to True, it will trigger the workflow to create the task.
Currently, the Deal trigger for line items seems limited to when at least 1 line has this property value ("At least one associated Line item has..."), so it works for the first line item added, but not when 2+ line items added. And even in the trigger settings, it says that the "Start Negotiations" can be used for re-enrollment.
Any thoughts on how I need to set to trigger re-enrollment on each new line item?
Sep 17, 2021 9:25 AM - edited Sep 17, 2021 9:25 AM
We'd love to have a bit more flexibility on using line items in deals for our clients, as well!
Jun 4, 2021 7:24 AM
Thank you for reaching out.
Jun 4, 2021 9:41 AM
Thanks - hope there is a way to solve.
FYI - I re-read my post and wanted to clarify that the settings for the trigger indicate that my current trigger CANNOT be used for re-enrollment; I had written "And even in the trigger settings, it says that the "Start Negotiations" can be used for re-enrollment."
It would be great to know why that can't be used for re-enrollment.