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Multiple matching Workflows and order
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Perfect, thanks. I also like the idea of linking them together in specified order.
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Yes, both. But not sure about the order
What I want to recommend you in this case:
You have 3 different Workflow rules with filters as follows:- After Record Saved: ==== Opportunity = Closed
- Sequential for the same entity type ====== Product = Training
- Sequential for the same entity type Product = Software
Order is the same as you set in action list
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Thanks for the feedback, but I am not sure I understand. I probably didn't describe my situation correctly.
Imagine I have 3 different Workflow rules with filters as follows:- Opportunity = Closed
- Opportunity = Closed AND Product = Training
- Opportunity = Closed AND Product = Software
I would expect Workflows 1 and 2 to get executed. Do they both execute? In what order?
Thanks
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Hi Mat,
of course, if you want to run the same actions you can use one workflow with any conditions. You have 3 type of conditions All, Any and Formula.
You can use Any section, and workflow actions will be run once , when first or/and second condition are met
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Multiple matching Workflows and order
Hi, on my Opportunity item I have a few ENum fields: "Stage" (usual one) and "Product Type" (one that I added).
I want to have a workflow that runs whenever something hits the Stage of "Closed". This is for everything that meets that filter (there are about 5 things).
I also want to do some additional things for "Product Type" = "Training".
If I define both rules, will they both fire? Or will it just run one of them?
If both, can I control the sequence?Tags: None
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