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Workflow process not triggering

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Posted on by Brian Halstead

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Hi,

I am trying to create a process within an Opportunity to create an Appointment under a set of conditions, fairly standard.

I can force the process to work when I 'Run as an on-demand' process from within the record, but when trying to trigger the process automatically using the 'Record fields change' option I'm unable to get the system to do this automatically.

The field I've selected to trigger the process automatically isn't involved in the check condition and of the four fields within the check condition 3 are set to Contain Data (2 x DateTime fields, 1 x lookup(User) field).

I can't see where this is going wrong as I have other processes using the same logic but within other entities working perfectly well.

Thanks in advance for any advice.

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Brian Halstead 105 on at

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RE: Workflow process not triggering

Hi Jacob,

The process is running on a existing record, so my understanding would be that the "on create" trigger wouldn't work in this instance.

The records is saved once the fields contain the required data, at this point the field for the survey confirmed is changed from No to Yes (two option field).

I have the same process working on other entity records, in terms of the trigger being a Yes/No field changing and then being set to Yes that the appointment record is created.

At the moment i'm trying the previous suggestion of creating the flow within power automate, although it's the first time I've used it so i'm not overly quick or confident at the moment.

Thanks

Brian

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Jacob.s17 464 on at

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RE: Workflow process not triggering

Hi Brian,

Just throwing this out there since the trigger "on create" is turned off. Are you sure the record is saved for the first time before you are updating the trigger field?

If that's not the case, can you share a bit more details about your testing steps?

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Paul_Owen 2,027 on at

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RE: Workflow process not triggering

Can't tell anything from your pic, however you say the trigger field is in the check condition but I don't see 'Paxton Survey Completed' in your condition, but imagine you meant Confirmed.

Can you try creating it in Power Automate as a Flow to see if that works?

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Brian Halstead 105 on at

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RE: Workflow process not triggering

Hi Paul,

I've completed the above with no luck unfortunately.

The process looks as below, can you see anything wrong with it? The field selected to start the workflow is within the check condition as 'Paxton Survey Completed?'

Thanks

Brian

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Paul_Owen 2,027 on at

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RE: Workflow process not triggering

I had this before, assuming its run in background, convert it to real time workflow, save and publish test it works, then convert it back. don't ask me why but I've had this on a number of occasions and it always fixed it!

Regards

Paul

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