Table of Contents
Issue Reported: #
The If/Else card within the automation was generating false positives for multiple leads, causing these leads to proceed through the automation incorrectly.
If/ Else card condition: Activity of the lead is ….. and …..
Solution:
#
This is the default behaviour of the automation and there were no system issue identified
The “Lead Activity is …..” condition evaluates the set criteria based on the data present for all the related activities posted on the lead since the time of lead creation.
However, the “Triggered activity of the lead is ….” condition evaluates the criteria based on the data passed in the latest activity of the lead only and not the previous activities.
Difference:
Hence, based on the requirement,` it is important to use the right conditions for the automation to function as per the expectation.
In most cases, when the activity used in the trigger card of the automation is to be used in the If/ Else condition of the same automation, it is suggested to use the “Triggered activity of the lead …” condition only unless any other condition can satisfy the requirement.
