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Customer experience | Sales, Customer Insights,...
Suggested answer

Only run Workflow once

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Posted on by 92

I need to run a Work flow only once when a field is changed.

I have a date field on a form which triggers the workflow to nofity Payroll department that a person has returned from leave when its filled out. Payroll then looks at this return date field to make sure it matches the paperwork. If it's wrong they correct it but that triggers another workflow and Payroll ends up with duplicate Task that the date was corrected.

How can I only trigger it the first time that field it changed and not trigger again for maybe 2 weeks or a month. Or maybe if its modified by Payroll team member don't send Task. I can see option to add condition that if modified by John Doe don't run but what if staff changes? How can I add team to If statement?

  • cmoreno8 Profile Picture
    25 on at
    RE: Only run Workflow once

    Hi,

    This is a very similar idea and it works too. 

    Microsoft recommends to reuse elements OOTB to take advantage of fields, views, entities, ... created, you have a limit (very large, but you could exceed).

    Please, remember to answer the question if it has solved your problem, it will help others when they will search a solution.

  • Suggested answer
    VANTAGE Profile Picture
    92 on at
    RE: Only run Workflow once

    Your response gave me some ideas so thank you. I ended up adding a Yes/No choice field so when date is filled out a workflow triggers and switches it to Yes. Then next time that date is changed that same workflow has condition that says if the choice field is Yes then stop. It worked.

  • Suggested answer
    cmoreno8 Profile Picture
    25 on at
    RE: Only run Workflow once

    Hi,

    I guess that you have a lot of chances to solve the problem and I am sure you will receive more solutions.

    I bet to play with status field (statuscode).

    You can create a new status related with the Active state (I supose you don't close or deactivate the register).

    When the user changes the date field, in your process you control if the statuscode. If it is the status is the user edit status, then the process runs.

    When the register goes to Payroll the status is different and process doesn't run.

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