I am importing records from Dynamics CRM. I'm giving them a tag called "Dynamics CRM Import". I want this tag to be removed when someone edits a contact with that tag on it.
I made the following workflow and did not check the box called "Repeat this workflow whenever a contact is edited".
- Execute on: Edit
- Condition 1: Where Tag IS "Dynamics CRM Import" (it should only run against Contacts that meet the criteria)
- Instant Actions: Remove "Dynamics CRM Import"
The workflow never works. No edits ever remove any tags.
So I called support and was told that without checking the box the workflow runs only one time for life. In other words, if I have 100 records, and I edit one of them that meet the criteria, the workflow will run this one time and never run ever again against any other records ever forever.
This makes zero sense to me. Why does this option exist? When would anyone ever use it?
Because I'm so doubtful that's true, what I think this person meant is that the workflow will run once against a record and not run again against that same record even if it meets the criteria again in the future.
Having said that, whether the workflow runs once (for the life of the Zoho CRM account) or whether it runs only once per record (for the life of the record) doesn't matter. It never works if that box is unchecked. It should have at least worked the first time I did it in either case.
When I check the box it works as expected.
What is going on?