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Workflow Management: Remove From Workflow Action in Enrollio

Charie

Efficient Workflow Management: Remove From Workflow Action in Enrollio

This article provides an overview of how to create a workflow using the Remove From Workflow action in Enrollio. This action enables you to remove contacts from one or more workflows automatically, simplifying your workflow processes.

 

Step 1: Start a New Workflow or Edit an Existing One

Create a new workflow or open an existing one in Enrollio.

 

Step 2: Set Up Applicable Workflow Triggers

Configure the Workflow Trigger(s) that will activate the workflow. You can refer to other articles for detailed instructions on setting up each trigger type.

 

Pro Tip: You can use any Workflow Trigger to initiate the Remove From Workflow action, or you can set up a workflow without any triggers if manual removal is needed.

 

Step 3: Setting Up the Remove From Workflow Action

  • Click the "+" symbol under the trigger to add an action.

 

  • In the Actions Menu, navigate to the CRM section and select Remove From Workflow. Alternatively, you can use the search feature to find this action.

  • A setup menu will appear, allowing you to choose how you want to remove the contact from workflows. The available options include:

    • Current Workflow: Remove the contact from the workflow they are currently in.
    • Another Workflow: Select and remove the contact from another specified workflow.
    • All Except Current Workflow: Remove the contact from all workflows except the current one.
    • All Workflows: Remove the contact from all active workflows.

  • (Optional) You can rename the workflow action for display purposes using the textbox below Action Name. This name will only affect the display within the workflow builder.

  • Once you’ve made your selection, click Save in the bottom right corner of the action setup menu.

Step 4: Save and Test Your Workflow

  • After setting up the Remove From Workflow action, click Save in the top-right corner of the workflow editor.
  • To ensure the workflow is functioning as expected, use the Test Workflow feature next to the Publish toggle switch. You can refer to the article "Using the Testing Features in Workflows" for more detailed instructions.

If your workflow is ready to go live, switch the toggle under Save to Publish.

 

Execution Logs for Workflow Removal

 

When a contact is removed from a workflow, detailed logs are available in the Execution Logs. These logs track each workflow the contact was removed from, ensuring better visibility and management.

 

If a contact is not part of a workflow they are meant to be removed from, this will now be logged as skipped in the execution logs.

 

With these steps, you can effectively manage the removal of contacts from workflows in Enrollio, whether you're removing them from a single workflow or managing multiple workflows at once. For additional assistance or more in-depth information on workflow actions, feel free to explore other articles or contact our support team.