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rjonesSolaria
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Member since ‎May 19, 2020
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rjonesSolaria on May 13, 2022
Yes re-enrollment is on. Here's the goal: Every time a company record is associated to a new deal record I want this workflow to run. That's been hard to capture in the enrollment triggers and I find myself manually re-enrolling the same compani read more
Contributor
May 16, 2022
Update: Adding "Number of associated deals is known" as part of the enrollment triggers didn't work. I tweaked it slightly to "Number of associated ...read more
Solved
rjonesSolaria on May 13, 2022
Yes re-enrollment is on. Here's the goal: Every time a company record is associated to a new deal record I want this workflow to run. That's been hard to capture in the enrollment triggers and I find myself manually re-enrolling the same compani read more
Contributor
May 16, 2022
Update: Adding "Number of associated deals is known" as part of the enrollment triggers didn't work. I tweaked it slightly to "Number of associated ...read more
Solved
rjonesSolaria on May 13, 2022
Yes re-enrollment is on. Here's the goal: Every time a company record is associated to a new deal record I want this workflow to run. That's been hard to capture in the enrollment triggers and I find myself manually re-enrolling the same compani read more
Contributor
May 16, 2022
Update: Adding "Number of associated deals is known" as part of the enrollment triggers didn't work. I tweaked it slightly to "Number of associated ...read more
rjonesSolaria on December 02, 2021
I'm very excited to have the beta of creating associations and labeling them between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds si read more
Member
May 09, 2022
Hello, we need to be able to import a Note and associate it with all contacts under a Company. For example, if a Company has 50 associated con...read more
rjonesSolaria on December 02, 2021
I'm very excited to have the beta of creating associations and labeling them between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds si read more
Member
May 09, 2022
Hello, we need to be able to import a Note and associate it with all contacts under a Company. For example, if a Company has 50 associated con...read more
rjonesSolaria on December 02, 2021
I'm very excited to have the beta of creating associations and labeling them between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds si read more
Member
May 09, 2022
Hello, we need to be able to import a Note and associate it with all contacts under a Company. For example, if a Company has 50 associated con...read more
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