Does anyone know how to exclude customers that have gone through a workflow in a customer search? i have tried filtering the criteria to workflow fields... workflow doesn't equal said workflow. however customers that have been in that workflow still appear in the search
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sam1128
03/26/2020, 6:11 PM
You can have checkbox and tick is when workflow run on that customer and then exclude the one with the checkbox from the workflow.
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Nick Schultz
03/26/2020, 8:49 PM
you should also be able to use the workflow history join which contains filters for workflow name, date entered, date exited to create a combination of filters that work.