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Question

Workflow Starts - How to change start rules

asked on August 20, 2019

Hi there,

I have a workflow that I only want to kick-off when a field is changed from Available to Retrieval Requested. This works, however, when a user makes an edit to the document, with those fields then set, the workflow is triggered again, even though the fields have not changed (only the document content has changed) - however I get why it is triggered, because the rules are matched.... So what starting rule can I add to not have the workflow start because of a change to the document and only kick-off based on the fields changing.


Any help would be appreciated. 
 

Thanks,


Denny

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Replies

replied on August 20, 2019

Hi Denny,

In the Starting Condition editor, there is a condition type called "Entry Changes" which you can use to select which types of entry changes you want to include or not include.

This might be something to try out in your case!

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replied on August 20, 2019

So I assume I want the setting:

 

Entry Changes does not include Electronic Document Changed. (Meaning if I updated the word document, it will not trigger my workflow?)

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replied on August 21, 2019

You could also use the inverse--if you know you only want to trigger the workflow when the changes include a template field value being set, then you could set it to "Entry Changes include Template Field Set." That way any other changes wouldn't trigger this starting rule either.

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replied on August 21, 2019

Thank you. What if want to tell it only on specific field that is changed, versus any field that is changed. What option do have for that?

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replied on August 22, 2019

Currently you can't target a specific field change with a starting rule, but you could build it into your workflow--the "Wait for Entry Change" condition has the ability to specify that a specific field has changed. This is another Answers post where someone has a similar question, with a few interesting solutions.

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