You can run the workflows associated with an object, such as software when you open an object’s record.
Warning
When you trigger a workflow for a record, the selection criteria that are specified in the Begin block of the workflow are skipped. This might have unintended consequences and cause data inaccuracies. For example, the record might be updated even if the selection criteria in the workflow specify that the record should be skipped.
You must have add and edit workflow permissions for the object to use this feature.
Procedure
- Open a record such as a user record.
- In the sidebar, click Available Workflows
- Select a workflow from the list.
- Click Run
You can also trigger a workflow by selecting a record from the list and clicking Run workflow from the menu. Review the Warning before proceeding.
To review your results complete one of the following actions:
- Refresh the record and then click History.
- Go back to Available Workflows, select your workflow from the list, and click View. You can review the outcome of the workflow in the workflow view by selecting Run Logs .
Troubleshooting
Issue
Data inaccuracies occur when triggering workflows on the record page for an object.
Cause
The selection criteria for targeting records are ignored when the workflow is run. This might result in a record being updated that was explicitly excluded.
Solution
Add a Conditional Threshold block and connect it to the Begin block. In the Conditional Threshold block, specify the selection criteria that are specified in the Begin block.
The workflow will only run for a record if the selection criteria are met and no unintended changes will be made to a record.
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