Run an automation only once per record
The Run each record only once setting stops a record from going through the automation more than once. A failed run doesn’t count, so the record can go through again.
Before you start · for owners and managersPermission to edit workflows
- You need: Permission to edit workflows
Steps
Supported triggers
How it works
The first run that passes the trigger and the conditions reserves the record. Any later run ends as “Skipped — this workflow runs each record only once, and this record already ran.”
The reservation stays for a completed or waiting run. It’s released if the run fails.
The daily check of Before or after a date doesn’t read reserved records again.
Turning the setting off and on again keeps the old reservations. There’s no way to reset them.
The reservation stays even after the run no longer shows in History.
A record moved to another unit keeps its reservation under its old address.
If something goes wrong
A real example
A client who edits their details gets the welcome message twice.
- A welcome automation on A field changes for the mobile field.
- Run each record only once turned on.
Every client gets only one welcome.