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PhilThomas
Participant | Diamond Partner
Member since ‎Feb 14, 2023
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Activity

Participant | Diamond Partner
November 29, 2023
In this particular use case we didn't need to identify whether it's a note, we just needed a workflow to trigger whenever a note was added. The...read more
Participant | Diamond Partner
November 29, 2023
To anyone that stumbles upon this thread seeking a solution to a similar issue, we've managed to find the property that solves the issue. "Num...read more
Participant | Diamond Partner
November 28, 2023
Thank you Karsten! You're absolutely right, ideally we'd be able to trigger the workflow each time a note is added. Unfortunately the client ma...read more
Solved
PhilThomas on November 28, 2023
We're attempting to create a workflow that triggers every time a note is added to an object. The issues we're currently experiencing are: 1) ' Activities ' can only be used to trigger a workflow initially, and cannot be used for re-enrollment. read more
Participant | Diamond Partner
November 16, 2023
+1 Wild that we still don't have activity based workflows, or re-enrollment on activity creation. This would be a huge improvement to workflows...read more
PhilThomas on November 02, 2023
Hi all. I'm attempting to create a custom object using custom coded workflows. When testing using the documentation "Test Call" feature, it works exactly as expected, creating a new "Test" object record, and associating it with the correct Con read more
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