I'm currently working with a list driven workflow and I have a need to add a filter that checks the most recent of a specific custom event. I need the filter to check across the user event history for the most recent occurrence of that event but the event could've occurred more than 60 days ago since this event doesn't happen daily.
1. Trigger the workflow from a list
2. Check if user has X data point and value in this custom event without using a relative date (now-60d). I can't use the unique id to specify the event event because there could be multiple of this event with the same unique id (application Id).
3. Send email
Any suggestions on how to accomplish this?
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Hi, Janelle. When the "Match on data fields from the event that triggered this workflow" toggle is turned on in a filter node, the node checks only the specific instance of the custom event that triggered the workflow to find a match for the specified requirement. (Since the workflow you describe is triggered by a list, you definitely don't want to turn on that toggle in this scenario.)
When that toggle is turned off, the node checks every previous instance of this event to see if one of them matches the specified requirement.
Unfortunately, there isn't setting that makes it so that a filter node looks only at the most recent historical instance of an event on the user profile to see if it matches the specified requirement, so I don't have any suggestions for your use case.
When that toggle is turned off, the node checks every previous instance of this event to see if one of them matches the specified requirement.
Unfortunately, there isn't setting that makes it so that a filter node looks only at the most recent historical instance of an event on the user profile to see if it matches the specified requirement, so I don't have any suggestions for your use case.
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