Workflow Condition: Contact has main owner from user group

This Condition is met if a Contact’s main owner belongs to a selected user group created in Menu → Settings → Other → Other → Groups.

By default, the main owner of a Contact is the user who imported the Contact into the database, either manually or via API.

After adding this Condition to your Workflow, define the following settings:

[1] User group—select an existing user group from the list. The Condition will be met if a Contact’s main owner belongs to this specific user group.

[2] Add another path—Click here to add another path starting from the same Condition element but depending on a different configuration of this Condition element.

If you click on Add another path, you will see that another icon has appeared on the Condition element, and that the icons are numbered:

You can set up to 5 different paths and define the order in which they will be checked for each Contact. If the condition set for the first path is not met, the system will check the condition for the second path, then for the third, etc. If none of the paths can be followed because none of the specified conditions is met, the system will follow the path starting from the red (X) icon.

Read more in the article: Workflow | Advanced configurations >>

Click Save to continue configuring your Workflow.

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