Workflows: Add Actions for the Trigger Contact Field Updated
Add actions "Contact field is added" and "Contact field is removed" to work similar to the Step "Contact Tag Updated"
This way we can create a Workflow that starts with "Contact Field A is Added" and add a Step "Remove Field A Value" without generating a loop.
We should also consider adding a "Source" Trigger Filter, so that we only run the Workflow if the change of custom field came from a specific source. e.g. only Trigger if the field was changed manually by a user.
Merged in a post:
Different triggers for two kinds of ASSIGNEE change
Currently, the assignee can change using two ways:
1) USER X uses the drop-down to assign a contact to USER Y
2) or USER Y replies to a contact, in which case the assignee changes automatically
I'd like to be able to use different triggers for each type of assignee change.
Because in case #1, User Y is not necessarily going to reply right away, and so a system message like "USER X HAS ASSIGNED YOU TO USER Y" is appropriate.
In case #2, the reply goes out first, then trigger fires. In this case, the system message should be "YOU ARE NOW TALKING TO USER Y"
marked this post as