Workflow to E-mail as Lead is Assigned

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Really can't figure my issue out. Steps I followed, maybe someone can give me some guidance:

Settings->Processes
New (Name: Lead Assignment Notification, Category: Workflow, Entity: Lead)
Settings as follows:
1. Run this in the background
2. Scope: Organization
3. Start when: Record is assigned
In the lower section it's set to "Send email" and I put some generic info in there to test.

When I review the process sessions, I'm not seeing it processing after assigning a lead to someone else or myself. Not sure what I may be missing here.

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Royal King 27,686 on at

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Can you try to trigger the workflow on ownerdid change ?

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Mithilesh Kumar 10,047 on at

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Hi,

Have you Activated the Workflow. If not please activate and try again.

Hope that helps

Thanks

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Community Member on at

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Workflow is Activated yes. I'll try the owner ID change here shortly and let you know.

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Magor Kovacs 1,835 on at

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Hello Zen,

Is the workflow asynch or synchronous?

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Royal King 27,686 on at

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I do see same behavior in my online as well on premise version of the CRM ( 2013 and 2015) . I tried with background workflow as well real time workflow but it did not change the behavior. It looks like a bug in the system post it in the microsoft connect.

Here is the link to vote for this bug

connect.microsoft.com/.../assigning-record-does-not-triggere-workflow-that-set-to-trigger-on-record-is-assigned

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PS 23,577 on at

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It works fine on MS CRM 2015, I just did it. May be you have selected- Auto-Delete when the workflow is completed

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Community Member on at

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I have some issues getting to that page. Is there a workaround noted?

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Theohox13 on at

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Do you have the To and For filled out?

Also, you may need to set to add the check box "when a record field changes". I could see only having "assigned" be a problem because it doesn't recognize the change. Test this by creating a new lead from scratch to test

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Community Member on at

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Resolved issue with support. It ended up not being the workflow, but configurations as it pertains to e-mail setup.

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