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Goliath Data

Control a record's other workflow enrollments

The current customer workflow editor has an Enrollment setting that controls what happens to a record’s other workflow enrollments. It is not a customer-facing repeat-enrollment policy for the same workflow.

The current workflow editor’s Settings tab includes Enrollment, Exit conditions, Text delivery, Sending schedule, and Priority

The current workflow enrollment settings.

Choose whether to leave other workflows

Section titled “Choose whether to leave other workflows”
  1. Open the workflow’s draft and select Settings.
  2. Open Enrollment.
  3. Turn on Unenroll from other workflows if a record should leave any other workflow it is currently attached to when it enters this one.
  4. Save the draft and make that draft live when you are ready to apply the change.

The setting saves with the draft. It does not edit a live version in place.

Do not confuse this with repeat runs

Section titled “Do not confuse this with repeat runs”

The current customer editor does not provide a Repeat enrollment selector with a choice of same-workflow run policies. Do not document or rely on an unavailable selector when configuring a customer workflow.

For a single record’s active workflow run, see Pause a workflow for one contact. That action has a different scope from the draft’s Enrollment setting.