Brian Law

Program Success Best Practices - Once a Success Always a Success

Blog Post created by Brian Law Employee on Aug 6, 2017

Recently one of my clients noticed that records were showing up in the program membership tab as a success even though the program status wasn’t a success status. I discovered that the record had reached program status which was success and then the client later changed the status to one which wasn’t a success status. The client didn’t use the 'Change Program Success' flow step and set success to false. Thus, once a record reaches success it will always be a success which will impact your reporting unless you reset success to false.


Example of the program membership tab.


Channel program statuses.


Here is the how to the status of records to a non-success status.