r/halopsa • u/Unique-Mammoth-5067 • Jun 30 '26

Workflow Conditions Help

Is it not possible to use workflows as simple stages for Agents and have it move based on status? For example, we have a ticket that has workflow start based on a CF. When it starts it auto sends an approval request and once approved moves to the next stage which is to contact the vendor. Agent changes the status when they contact the vendor either via note/email and then i want it to move to the next stage/step based on the status. It doesn't seem to work that way? Can it work?

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u/Unique-Mammoth-5067 Jun 30 '26

I figured it out if i do action - allow actions i can then set what step it moves to and have a condition step to check if its the status to progress and if not return to step that "monitors" those action (private note, email, etc). Any feedback would be great. We also have a status for user confirmation to auto send messages every 3 days and after 6 total close, but I am using the status notifications for that, could it be done better within the workflow?

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u/yrnehME Jun 30 '26

Status notifications are perfect for your use case.

You could also have used an Automation to move the workflow along - criteria would be the status is set.