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Last updated: November 8, 2023
By default, records are only enrolled in workflows the first time they meet the workflow enrollment triggers or are enrolled manually. Use re-enrollment triggers to allow records to be re-enrolled in your workflows.
Whether you can use an enrollment trigger for re-enrollment depends on the type of trigger and operator. Below is a list of enrollment triggers that can be used for re-enrollment.
This list may not be exhaustive. To check whether or not a current enrollment trigger can be used for re-enrollment:
Before setting up re-enrollment triggers in contact-based workflows, do take note of the following exceptions:
In contact-based workflows, the following triggers can be used for re-enrollment:
In company, deal, quote, and ticket-based workflows, you can only trigger re-enrollment using properties specific to the workflow object. For example, in a company-based workflow, you can only re-enroll based on company properties. Activities cannot be used for re-enrollment.
Only the following property operators can be used for re-enrollment:
When using any of the following filters for re-enrollment in company, deal, quote, and ticket-based workflows, special rules apply:
Records will not re-enroll if they're updated within the specified time frame used in the filter after they've already been enrolled. Once the specified amount of time has passed after enrollment, the record is eligible for re-enrollment.