Changes

Template:July2023Upgrade

1,301 bytes removed, 1 February
Updated Workflow Behavior
The new settings can be found at '''Menu Icon''' > '''Workflows''' >''' Task''' tab > Open a task with a '''Task Type''' set to “Create New Activity”. The 3 toggles appear under '''Activity Status'''.
<!-- 148315 - Data Exchange not pulling L2s created via WF/Autoloader -->
 
====Updated Workflow Behavior====
Updated the behavior of workflows to run in a linear manner instead of generating new threads when the '''Run Asynchronously''' option is toggled off. This change will reduce the likelihood of two workflows running simultaneously on the same record. After the upgrade, the task process order will be:
 
# If the workflow is a trigger workflow task, go to the trigger workflow
# If the connector is connected to a task, go to that task
# If the connector is connected to a workflow, go to that workflow
 
Workflow completion time may be affected and vary depending on the configuration.
 
In general, "chained" workflows that are triggering against the same object should remain synchronous. For example, if the Level 1 record triggered workflow A and one of its task triggers workflow B on the same Level 1 record, then the workflows should remain running synchronously. Therefore, do not toggle on the '''Run Asynchronously''' option). However, if the Level 1 triggers workflow A and then one of its tasks is to trigger workflow B on all of the associated contacts on the Level 1, then this workflow can run asynchronously and the '''Run Asynchronously''' option should be enabled on workflow B to optimize performance.
 
<!-- 142898 - Revamp trigger workflow task -->
====Updated Default End Date for Level 2/3 Workflows====
Smartstaff, administrator
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