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Workflows can be managed, shared with team members, and changed or reused. Additional Workflow Management documentation is available:

Workflow Management

Learn more about managing workflows, sharing workflows with team members, and reusing or editing workflows.
When reusing or editing workflows, an additional step appears in the workflow setup. This step lets you define what to do with records for which a presentation was already generated.

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Record Handling When Reusing Workflows

These are the options for how to handle records when reusing a workflow:
  1. Create & Update: generates a new presentation for new records and updates data in existing presentations when data has changed.
  2. New Records Only: ignores existing presentations and only generates a presentation for new records.
  3. Always Create New: creates a new presentation for both new and existing records.
Reusing workflows and handling existing records

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Create & Update

Create & Update is the right choice when you want to:
  1. Keep data up to date across all presentations
  2. Avoid duplicating presentations
Create & Update generates new presentations for new records and updates data in your existing presentations based on your CRM.
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Typical use cases are live decks with clients, usage reports, etc.

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New Records Only

New Records Only is the right choice when you want to:
  1. Create presentations using triggers
  2. Avoid duplicating presentations
New Records Only generates presentations only for records that have not had a presentation generated before. It does not change existing decks.
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Typical use cases include one-off presentations for new leads or when an opportunity is updated.

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Always Create New

Always Create New is the right choice when you want version control for presentations or reports. Always Create New ignores all historical generations. It generates a presentation for every record that matches the criteria at that moment in time, including records that already had a presentation generated in the past.
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Typical use cases are weekly business reviews, reporting, etc.
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