Trigger Pipeline when Record Updated Only in Edit Mode?

Question

Hi All,I inherited an app that has a heavily used API button on a grid edit report. Clicking the button triggers the API, which triggers a webhook that changes a field call Contact Status on that record. The webhook also logs that change in an activity log field that has "Log the edits to this field, and show them on forms" turned on. Most users use this button to log contact activity. However, some users enter the record in edit mode and toggle the Contact Status field to one of its choices. The API and webhook don't fire on this occasion, failing to log the activity. I was hoping to build a pipeline to log this activity, but I'm getting stuck on the trigger. I thought setting the pipeline to fire when the record is updated would do the trick. So I set that up, and Step B was to update the record with a timestamp and some other info captured. This worked when I changed the record's Contact Status from edit mode. However, it also fired when the API button was clicked, thus logging the same activity twice.Is there a way to have the pipeline only fire when the record is changed only from edit mode? Or, is there some sort of formula field I could create that's a true/false that's true only if the Contact Status field was changed from edit mode? That would allow me to work that true/false field into the condition for the pipeline.Thoughts?Thanks------------------------------Daniel Johnson------------------------------

MichaelTamoush · Answer

I can think of two possible solutions, perhaps other people can think of even better ones.

1. Chang the API button to ONLY select the status field. Then let the Pipeline do all of the other steps that the API and webhook normally did. Pipeline trigger would be when the Change Status field is modified.

2. Create a checkbox called 'Triggered From Button Push'. Modify your button so when it does the edit record, it also checks this box. Then in your pipeline, create an if statement after the initial trigger. If 'Triggered from button push'=false, run the webhook and API equivalent items. If 'triggered from button push'=true, then all it does is uncheck the 'triggered from button push' checkbox.

------------------------------
Mike Tamoush
------------------------------

Sign up

Login to the community