Trigger a Workflow when field changes
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03-29-2024 11:07 AM
Hello -
I have an existing workflow that I am using on "customer_contact" table. When the Title or the manager field changes for the contact, it should trigger a workflow.
The issue that I have is when the manager field is changed from empty to an actual name, it should not trigger the workflow but when it changes from one person to another then it should trigger. How can I do that?
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03-30-2024 09:43 AM
@angel7170 Workflow gets triggered based on the condition that’s set.
Did you try setting it as Manager is not empty or Title Changes?
Please mark the post as helpful and accept the solution if it had helped in your case.
Thanks,
Sujatha V M
Sujatha V.M.
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03-30-2024 10:34 AM
Hi @angel7170
I had a similar case on community earlier as well, do you want to trigger the flow as soon as changes or after submit?
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03-30-2024 10:52 AM
Hi @angel7170 ,
1. You need to create a flow instead of workflow.
2. Create a before update business rule on customer_contact table to check if previous value is not empty and trigger an event.
3. in the flow set the trigger condtion to start when the event is triggered.
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