This content has been marked as final. Show 2 replies
If you do Data Value Changed = Lead Source1 of 1 people found this helpful
Add Constraint -
Previous Value is Empty
New Value = X
It should only pull in the people you are lookin for and should work how you are planning.
If you are unsure you will be able to view leads that qualify in the schedule tab to spot check.
It seems like when you were trying it you may have been using the trigger "Data Value Changes" rather than the "Data Value Changed"
Yes, be careful as there is a difference between the Data Value Changes TRIGGER and the green filter Data Value Was Changed.1 of 1 people found this helpful
The second one will pull anyone who had that change in the past. The orange trigger will only do those people who happen immediately.
But remember that when a lead is created, there is no Data Value Changes trigger, so you would need
Lead Is Created
Data Value Changes to X
[Green Filter] Lead Source = X
So that translates to if (Lead is Created AND Lead Source=X) OR (Data Value Changes to X AND Lead Source=X)
so either condition will trigger the flow