Changing conditions in workflow between actions

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  • Dmitry
    Member
    • Jul 2017
    • 85

    Changing conditions in workflow between actions

    If a workflow has several actions, are the conditions checked for each of them, or only for the first one?

    E.g. workflow sends 2 e-mails - one immediately after record created, the other on the next day. If the condition has changed between sending the first and the second e-mail (e.g. the customer's status has changed, or he opted out), will the second e-mail be sent, or not?
  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    It will be sent since a worklow is considered as triggered. You can utilize 'Trigger another workflow' action (or utilize BPM) to check conditions before the second sending.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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    • Dmitry
      Member
      • Jul 2017
      • 85

      #3
      That's a great hint, thank you! In the meantime, I managed to achieve the same with the flowchart process (adding gateways before every sending), but good to know there's a way to do it with workflows, too.

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      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        As Yuri told you can separate workflow actions in different sequential workflows (except first), and use Trigger another workflow. Also you can add delay for triggering.
        But if actions are related to previous action results, bpm is better choice

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