When chasing is switched off for a customer, customer group, or invoice, the record should not be removed from the workflow.
Instead, it should pause at a particular step and automatically resume from the same point once chasing is turned back on.
How It Works
When the If customer is paused for chasing toggle is enabled in workflow settings:
The workflow record pauses at the current step if pause chasing is set to TRUE
No further workflow actions are executed while chasing is paused
Once chasing is re-enabled, the workflow resumes from the same step
How to Configure It
Open the workflow you want to update
Go to Settings
Enable If customer is paused for chasing
Save the workflow
Once enabled, records with pause chasing = TRUE will wait at the current workflow step instead of exiting the workflow.
Important Notes
This setting works independently of workflow filters
Do not use pause chasing as a workflow filter, as this will remove the record from the workflow
The pause behavior applies to customers, customer groups, and invoices
Related Articles
For more information on managing your workflows, please refer to the rest of our articles in the
Workflow Management collection