Hi,
Looking to create an on demand workflow that will accomplish the following:
- A workflow that can be run from the contact form to zero out the contact's points (whole number attribute)
- Will set a contact attribute called "Winner Circle Participant" to "Inactive"
- Will create a custom winner circle transaction record of deduction transaction type that has a lookup to the contact
- Need to deactivate the above winner circle transaction record with a particular status
I don't believe I can accomplish this in one workflow.
A potential approach:
- Create another workflow that will look out for "Winner Circle Transaction" record with transaction type "Deduction"
- Add a check to make sure the contact's "Winner Circle Participant" attribute is set to "Inactive"
- If so, deactivate the transaction with status type = "Approved"
- This will trigger an existing workflow that will deduct the total points from the contact record and zero out the points.
Let me know what you think of the above approach. Your advice would be appreciated.
Thank you,
Tony