Before You Begin
Ensure you have access to workflow settings in your CRM
Identify the specific workflow that's triggering too frequently
Have a backup plan for manual updates when needed
Steps
Step 1: Locate Your Workflow
Navigate to your workflow settings and find the workflow that's triggering on every record update (e.g., "VOB Email Request to Billing Team").
Step 2: Modify Trigger Settings
Access the workflow configuration and locate the trigger conditions section. Configure the workflow to trigger only the first time the specified conditions are met, rather than on every record update.
Step 3: Save and Test the Configuration
Save your workflow changes and test with a sample record to ensure the workflow triggers only on the initial condition match, not on subsequent edits.
Alternative Solution: Use Email Templates for Manual Updates
For occasions when you need to send updated requests manually, use Email Templates instead of relying on automated workflows.
Why Email Templates Work Better for Manual Updates
Send requests only when necessary
Full control over timing and content
No risk of automatic triggering from unrelated file edits
Allows for customization of each manual request
Verification / Expected Result
After implementing these changes:
Your workflow will trigger only when conditions are first met
Subsequent file edits will not trigger automatic emails
Manual updates can be sent using Email Templates when needed
You'll have better control over when notifications are sent
Troubleshooting / Common Errors
Workflow still triggering on every update: Double-check that you've modified the trigger conditions correctly and saved the changes.
No emails being sent at all: Verify that the workflow is still active, and that test records meet the initial trigger conditions.
Need to send manual updates: Use Email Templates rather than trying to modify the automated workflow for occasional manual sends.
Related Resources
For more information about workflow configuration and Email Templates, contact Dazos support through your Help Center.