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Exclude Specific Template from Workflow Rule Eval. Criteria

I have a workflow rule that I want to run anytime a new project is created from all templates EXCEPT for one. Is there a way to exclude that one template so that when projects are created from that template, the workflow rule does NOT run?

Doug Smith Answered

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Try using a custom field, or the title of the template's name to exclude it from the workflow (e.g. if it contains the word x, exclude it).

Guy 0 votes
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Hi Guy,

Yep, I keyed in on a word in the template in question and told it NOT to run if the template contains that word. Seems to work perfectly. Thanks!

Doug Smith 0 votes
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