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Workflow Best Practices and FAQs

Best practices

Below are tips on how to best make use of workflows to process partner applications:

  • Keep Workflows mutually exclusive from each other. You can do this by ensuring that conditions across Workflows don't contradict each other. If Workflows aren't mutually exclusive, the overlapped condition in the most recently updated Workflow will be used.

  • Don't create multiple Workflows that just reject partners. Keep all your rejection conditions in one Workflow by using the OR operator. This will allow you to cross-reference Workflows meant to accept partners easier, and will keep all your Workflows more readable.

  • When you're first starting up with Workflows, have the Workflow add processed partners to a unique group so you can easily find them on the Applications screen with the use of the Group filter.

  • Keep your first few Workflows basic and broad, then get more precise with them as you get more comfortable with using Workflows.

  • Monitor partner applications processed by your Workflows to ensure the Workflow is working as intended.


How do I undo incorrectly processed partner applications?

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