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Topics#Sales And MarketingSara Monksfield's Question
Sara Monksfield (RSC) asked in #Sales And Marketing
Sep 25, 2015, 1:26 PM

How do I stop workflow firing on opportunity when syncing quote?

We have a workflow that fires when a box is ticked on an opportunity; this sends an email to a team and works fine.  However, when a quote is synced to the opportunity it cases the workflow to fire again, so the email is sent twice.

 

How do I stop this email firing a second time if nothing about the original opportunity has been changed by the quote?

 

The rule is a simple one:

 

(Opportunity: Early Access Start Date not equal to null) and (Opportunity: Stage equals Invoiced, Written Agreement / Confirmed Order, Closed Won) and evaluates when a record is created, and any time it’s edited to subsequently meet criteria.

 

It's possible that when someone adds a quote they may add new products, in which case the email should be sent a second time, but in most cases the products will be the same.

 

Many thanks.
2 answers
  1. Sriharsha Thammishetty (AMAZON WEB SVCS)
    Sep 25, 2015, 7:01 PM
    Hi Sara,

     

    Based on the rule that you gave above , it should not fire twice unless the status changes to something other than the three statuses mentioned and again changes to one of these three statuses . I am guessing you might have some triggers which are changing statuses. Try using debug logs to see which workflow rule is sending out the email.May be there is some other workflow I can only guess based on what I can see here.

     

    Atleast I don't see anything wrong with the rule that you wrote.
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