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TOPIC: Workflow - Creating New Portal Account from Contact Only Once

Workflow - Creating New Portal Account from Contact Only Once 1 month 3 weeks ago #88762

  • indieben2
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Although I have asked a very similar question, I wanted to place what I have done here to double check that it was correct too.

So, presuming that a new contact has to be created from a case before a portal user can automatically be set up and a portal account Emailed out, I have set up for this part a workflow that:

Uses Workflow Module Contacts
Runs on New Records
Repeated Runs Unticked
Run Always

Actions: 1 Create Portal User Create Record

I presume that bit is correct? How do I ensure that this only runs once when checking for a new contact as I do not want to generate a different portal account per case raised by the end user? Will this also automatically generate a portal account Email? Thanks.
Kind Regards,

Indieben2.
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Workflow - Creating New Portal Account from Contact Only Once 1 month 3 weeks ago #88767

  • AlxGr
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It should be solved by adding a custom control field. Default value is for new records and you change it to something else on your workflow...

Hope it helps.

Thanks,

AlxGr
I can help you with your customization. Requests at ctmprogra @ ondsystems . com
No dude en contactarme si necesita personalizar su aplicación. Mi email es ctmprogra @ ondsystems . com
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