Hello,
I have created a workflow which is working perfectly fine on all new contacts created BUT how do i apply those workflows to ALL contacts already present in the CRM.
I have over 3000 contacts already present, on which those 15 workflows need to work depending on the condition (only 1/15 of them works for each contact depending on which condition is satisfied)
So please guide as to what one needs to do to apply those workflows to already present contacts.
You need to provide some more information as to what your workflow does. When creating workflows there is an option to run it in All, New or Modified Records. Is this what you are looking for? What is the workflow about? Is it on save?
Hello,
I have a custom field called Centers, and this workflow works on “ALL records” assigning 4 fields depending on the center selected
It Runs ALWAYS and is working fine on new records.
On already present records it has no effect till they are edited once and saved which leads to my dilemma as i cant sit and edit all 3000 records existing currently.
I’m pretty sure there was a post with similar requirements somewhere in the forum. As far as I can remember, you can either export->re-import(update) those contacts which will then fire the logic hook or if you are familiar with Sugar Beans you can write a small script to save all the records.
Before attempting any of these make sure to back up all your files and databases.