Manage Agent Hub workflow enrollment settings

When using record-based triggers with your Agent Hub workflows, manage your workflow's run settings, such as repeating runs, exclusion criteria, and the running of merged records, from the Rules tab. 

Before you get started

• The Rules tab will only appear for record based triggers. If not, the Rules tab will be greyed out. 

Add run rules in Agent Hub workflows

1. After adding your record-based trigger, at the top of the left panel, click the Rules tab.
2. You can configure the following rules
   • Records can repeat runs: allow records to run in the Agent Hub workflow more than once. By default, records can only run through a workflow once. 
   • Start new runs when records merge: run newly merged records that meet the trigger criteria.
     • By default, workflows will not run for merged contacts even if the contact meets the workflow trigger criteria. However, merged contacts can later run if they meet the enrollment triggers again and the Records can repeat runs setting is turned on.
     • This option will not appear for manually run records using the Run on demand trigger.
   • Stop runs if records no longer match trigger criteria: : decide whether a record will be removed if they no longer meet the trigger criteria while in a run. By default, this setting is not turned on.
     • If you have a record currently in the workflow, that did not meet the triggers before this setting was turned on, they will only remove the record on the next action, unless the next action is a delay or branch. Then, the record will only be removed during the next action that isn't a delay or branch.
     • If you have a record currently in the workflow, that did not meet the triggers after this setting was turned on, they will automatically be removed from the workflow. This includes records waiting in delays and branches.
     • If the trigger criteria is changed when this setting is turned on, any records that no longer meet the new criteria will immediately be removed from the workflow, even if they are in a delay or branch action.

• • Exlude records matching custom criteria: add filters to configure your workflow exclusion criteria
    • A run that meets the custom exclusion criteria will automatically stop.
    • A record that meets the custom exclusion criteria will not trigger the workflow. 

Please note: if you've opted into the Primary ID Preservation for Merged Records public beta, the primary record will remain in the workflow while the secondary record is removed from any Agent Hub workflow runs by default. Learn more about workflow behavior for merged records in this beta.