How to create your own Workflow Rules (for a specific user)

Modified on Tue, 24 Dec, 2024 at 6:19 PM

This tutorial will show you the basics of creating a Workflow Rule that triggers for a specific user or record owner.  It is the same process as any Workflow Rule with the one important exception, you need to make sure the criteria specifies as user or record owner, otherwise the rule will trigger on all records for the whole organisation.




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