Workflow run when two fields filled

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  • camille
    Member
    • Mar 2020
    • 60

    #1

    Workflow run when two fields filled

    Hello,

    What would be the best trigger for a workflow to run when two fields are filled? Once these fields are filled, I don't want the workflow to keep running.

    I currently have the workflow to be triggered when the account is updated, on the conditions that the two required fields are filled. However, I'd like it to run just when those two fields are updated and not any field.

    Thank you!

    Camille
  • eymen-elkum
    Active Community Member
    • Nov 2014
    • 481

    #2
    Hello, you have many options, for example you can add a new boolean field named "WorkflowDone", add a condition to the workflow to not work if that field is true

    And when you run the workflow the first time you can set it to true

    Best Regards
    EspoCRM Expert since 2015
    We build custom solutions & premium extensions
    Eblasoft Technology Solutions​

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    • camille
      Member
      • Mar 2020
      • 60

      #3
      Hi Eymen,

      Thank you! That helps a lot.

      How can I set the 'WorkflowDone' field to be true once the workflow runs once? Will that be within the field itself or the workflow?

      Camille

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