What is it?
We're continuing to bring over functionality from the legacy builder over to the new workflows builder in Agent Hub!
We've added 2 new run settings to triggers:
- Exclusion Criteria: Similar to unenrollment and suppressions lists in the legacy workflows tool, you can now determine the criteria that will either prevent a run from starting or end a run that is in progress. Exclusion criteria is available for all triggers that are associated to an object.
- Merge settings: You can determine if you want a record to run in a workflow if it meets the criteria upon merging with another record. Merge settings are available for all workflows using "Records match criteria" > "Custom criteria" triggers for objects that support merging.
To access the new workflows builder in Agent Hub, you can go to Agents (in the nav) > Agent Hub > Workflows.
Why does it matter?
We know that customers want more control over when a workflow runs or not. By adding these additional settings, you can ensure that you are automating processes for the exact records you want.
These are also settings that are available in the legacy workflows tool. We have now made these available in the new tool, and in some cases expanded their capabilities. For example, this merge setting used to only be available for Contact workflows, it is now available for all object based workflows that support merging records.
How does it work?
To access the new workflows builder in Agent Hub, you can go to Agents (in the nav) > Agent Hub > Workflows.
Exclusion Criteria
- - You will see the "Rules" tab at the top of the Triggers panel for any trigger that is associated to an object.
- - When in the "Records match criteria" > "Custom criteria" trigger rules tab, you will see the ability to choose between 2 options:
- - When setting up an event trigger, you can configure your exclusion criteria using just the filters:
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Merge Settings
- - When configuring a "Records match criteria" trigger, in the "Rules" tab you can determine whether you would like recently merged records to trigger the workflow because of data that was updated during the merge. This setting is available across all object types that support merging.
Who gets it?
Marketing Hub Enterprise, Sales Hub Professional, Smart CRM Professional, Service Hub Enterprise, Data Hub Enterprise, Data Hub Professional, Marketing Hub Professional, Smart CRM Enterprise, Sales Hub Enterprise, Service Hub Professional