Overview
If your workflows aren't triggering when the Last Call or Last Comment fields are updated, this guide will help you configure them to respond properly to these changes.
Before You Begin
You must have workflow creation permissions in Dazos
Access to the Comments module
Understanding of your current workflow conditions
Root Cause
Workflows may not trigger from Last Call and Last Comment field updates because the system logic requires the Intake Opportunity specifically to be updated to fire those alerts. Direct field updates to Last Call or Last Comment may not automatically trigger existing workflows.
Solution Steps
Step 1: Create a New Workflow from Comments Module
Navigate to the Comments module in Dazos
Create a new workflow that triggers based on comment activity
Configure the workflow to respond to Last Comment field changes
Test the workflow to ensure it triggers correctly
Step 2: Configure Intake Opportunity Update Workflow
Create an additional workflow that automatically updates the Intake Opportunity when a "Last Call" is logged
Set the trigger conditions to include:
Last Call Time (less than 1 day ago or when changed)
When a Comment is added
Ensure this workflow updates the Intake Opportunity record
Step 3: Refine Tier and Color Workflow Logic
Update your existing tier workflows to include the new trigger conditions
Configure triggers for:
Tier One - Green workflow
Tier Two - Green Under 4 hours - On Track
Tier Three - Green Under 24 hours
Ensure the Urgency Level field updates correctly (e.g., resets to "Green On Track")
Expected Result
After implementing these changes:
Your tier and color workflows will trigger correctly when Last Call or Last Comment fields are updated
The Urgency Level and Color fields will update automatically based on your team's call and note activity
Time-based tiers will remain in sync regardless of which module your team is working in
Verification
To verify the solution is working:
Create or use a test record
Add a comment or log a call
Check that the appropriate tier workflow triggers
Confirm that the Urgency Level and Color fields update as expected
Troubleshooting
Issue: Workflows still not triggering after configuration
Solution: Ensure that your workflow trigger conditions specifically include updates to the Intake Opportunity record, not just the field changes themselves.
Issue: Some tiers work but others don't
Solution: Review each tier workflow individually to ensure all have the updated trigger logic that includes Last Call Time and Comment additions.
Related Resources
For additional help with workflow configuration, contact Dazos Support through your Help Center.