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I have a workflow with many condition. I set to Send email when Case created for different customer specified. But 4-5 conditions worked and other doesn't work.
Please help me. Thank you
Can you please provide a screenshot of your workflow and description what doesn't work it should?
below is my Workflow
Are you fully sure that referenced accounts in non-worky conditions are the same that you have in your record?
this doesn't look to have any relation with Portals, can you please untag
I believe you are aware about how to check monitor workflow process , what about process session , can you see whether workflow meet condition for that customer or not.
Yes, It was work correctly until I added one more condition
Thanks for your reply. I have checked and the workflow was succeeded. But no email sent
Though the workflow would have succeeded, the email would have not been sent if the conditions in the workflow was not met. By the workflow screenshot it looks like a real-time workflow, kindly convert the workflow to background workflow for time being so that we can analyze the related system job and understand if the condition is being met or not when the issue occurs.
You can convert the workflow to background by opening the workflow and then clicking on "Convert to a background workflow".
Once the above step is done, repro the scenario so that the required (non-working) condition is achieved. After repro, go to your workflow and then select "Process Sessions" to see the systems job that was created for the repro.
By the regarding field you can identify the system job that is associated with your record created for repro.
Once you open the associated record's system job, you can see if the conditions were met or not for your repro. If the condition is met, then you would see green check mark next the condition.
Here in below system job, condition 2 was met hence the email was triggered and there is a green check mark before the send email step.
Here in below scenario, none of the conditions were met, hence there is no green check mark next to any of the send email step. If this is the result that you see in your case, then you would need to check if the condition is achieved by the related record or alter the condition in the workflow accordingly.
Please check once if the queue you are referring to is in active state. Also check for that particular customer in active state or not. Post please check your test data which matches the condition for your workflow to trigger.
Have you tried to send email directly from CRM without use workflow ?
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