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Correct assign/remove from Portfolios in Workflows
Correct assign/remove from Portfolios in Workflows

Boost the performances of your instance by correctly assigning and removing from portfolios.

Kolleno Support avatar
Written by Kolleno Support
Updated over a month ago

This alert indicates that specific Customer Portfolios are being either included or excluded in your workflow.

Depending on the filter applied, the performance of your workflow is impacting your whole instance.

The following Customer Portfolios should be included in the trigger node condition: Midwest.

Next Actions:

  • If you have a node that assigns a customer to a Portfolio: please ensure to exclude that portfolio in your trigger node (operator "isn't one of"):

  • If you have a node that removes a customer from a Portfolio: please ensure to include that portfolio in your trigger node (operator "is one of"):

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