How to manually enroll an entity in a workflow?

There might be instances when you want to manually enroll an entity in a workflow. We will show you how to get started with that and ensure you know the enrollment conditions!

Manually enrolling an entity

Entities are automatically enrolled based on the workflow trigger; however, in some cases, you might want to enroll the entity manually. For instance, if you created the workflow after having some entities that matched the criteria to trigger a workflow. Follow the steps below to do that:

• Go to Workflows, open the Workflow, click Enrollments, and then Enroll.
• Select the entity you want to Enroll, click Save, and then refresh the page

Conditions to manually enroll a partner

Trigger type

The type of entity you can enroll into the workflow will depend on your trigger type.

For example, if you have a trigger related to partners, such as Partner invitation status changed and Partner properties, you can enroll partners only. When you have a Payout validated trigger, you can enroll payouts only. Etc…

Trigger conditions

All conditions defined in the workflow will be evaluated when you manually enroll an entity.

The entity won’t be enrolled if the defined conditions don’t match.

Re-enrollment settings

When you manually enroll an entity, re-enrollment settings will also be evaluated.

If your workflow does not support re-enrollments and the entity you want to enroll was already enrolled previously, the entity won’t be enrolled again.

Manually un-enrolled entities

If you try to manually enroll an entity that was previously un-enrolled, the entity won’t be enrolled again.