A couple of minor enhancements to Workflows

A couple of minor enhancements to Workflows

  • Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users.
We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source" and "Previous Values".  

Source: 

Ever wondered if your workflow was triggered due to a merge action or a regular delete? Say goodbye to guesswork! Now, with the new "Source" value in function arguments, you can easily identify the source of your workflow trigger. When a merge occurs (via Find and Merge Duplicates) between two records, the system deletes the child record and updates the master record. By passing "Source" as an argument in your function, you'll receive the value "Update(Merge)" for the master record and "Delete(Merge)" for the child record. No more confusion - just precise control!

 

P.S: This source parameter is now supported only for merging records. It will be supported for more actions in the future to find the source of execution. 


if(src == "Update(Merge)")
{
 //Your action
}
 
if(src == "Delete(Merge)")
{
 //Your action
}

 


 

Previous values: 

Empower your custom functions with the ability to access the previous values of a record before any edits. Imagine the possibilities! For instance, you can now monitor plan upgrades and downgrades based on changes in the number of users (a custom field). By passing down the previous value of the user count, your custom function can find if there's a downgrade and take appropriate actions. Whether it's creating tasks or triggering specific processes, the power is now in your hands!

 

if (prevValues!=null && prevValues.get("No_Of_Users") > noOfUsers)
{
	//Notify retention team
}

 


These new options will be available under "Execution Info" when configuring arguments for your functions from workflows. Stay tuned for more exciting updates!




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