Check Condition not working?

(0) Share

Report

Posted on by Community Member

Hi,

I have setup a new workflow process for an order. it is very simple. The check condition simply says 'If Order:name contains [FOC] then send email.

For some reason, it isn't following the condition and it is sending the email regardless of the content in the name field e.g I have just created a new order with the name 'This is a test' and i still get the email send despite the name not containing the words FOC.

The background to this is we sometimes give something Free of Charge items and when this happens, an order is raised with the wording FOC in the name so we can track how much FOC we are giving away. This then sends an email to the manager to be aware of the free item.

Has anyone got any idea why it would be ignoring the check condition?

We are using CRM 2015

*This post is locked for comments

I have the same question (0)

All responses (9)

Answers (3)

Sort by

Suggested answer

Rawish Kumar 13,758 on at

Like (0)

Report
Copy link

Link copied!

Hi,

That's weird. Are you sure the source of that email is the workflow you created?

would you mind posting the a screenshot of the workflow you created.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi Rawish,

Yes it is odd and the email is the one linked to the workflow. I have attached a screenshot of the setup.

Email Template

The order created - you can see the name (highlighted yellow) is "This is a test order", there is no reference to FOC in it yet the email is sent.

Email received - as per the template from the process that doesn't meet the criteria to send the email.

Was this reply helpful? Yes No
Suggested answer

Charles Abi Khirs 3,569 on at

Like (0)

Report
Copy link

Link copied!

Hello,

It looks like there is something else that is sending the email (Workflow, Plugins...).

In order to troubleshoot, you can:

1. Check the sessions of the workflow if it is being executed and if it passes the condition to send the email

2. Desactivate your workflow and check if the email is always being sent

3. Check on your record, if there are other workflows instances that are being executed

On the other hand, rather than depending on a text part of the order name, it is better to create another field "Order Type" and set whether it is "FOC" or "Not FOC". Then, in you workflow, you can build your condition on that field.

Was this reply helpful? Yes No
Verified answer

Charles Abi Khirs 3,569 on at

Like (0)

Report
Copy link

Link copied!

Based On your screen shot (Previously it didn't get downloaded on my browser), you are not adding the send email step under the IF condition (It is outside the condition). That's why the email is being always sent.

Put the send email step in the IF condition and everything should be good.

Was this reply helpful? Yes No
Verified answer

Rawish Kumar 13,758 on at

Like (0)

Report
Copy link

Link copied!

Hi , just a minor mistake. you have two blocks in your workflow and they are acting independently.

1. checking the condition and doesnt know wht to doo next

2. this will execute no matter what.

to resolve it, after check condition click on "select this row...." and click on add step.

you will see you have linked these two. and it will work.

Was this reply helpful? Yes No
Verified answer

crm development 870 on at

Like (1)

Report
Copy link

Link copied!

Hi, If condition is incomplete in your workflow. You need to write 'then statement' after 'if statement'

You need to click on 'Select this row and add new step' and configure Send Email.

Final image should look like below.

Hope this helps.

Thanks,

Anand

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Thanks Rawish, that was it. Now working perfectly - thanks!

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Thanks Anand, that was the problem, all working now, thanks

Was this reply helpful? Yes No
Community Member on at

Like (1)

Report
Copy link

Link copied!

Thanks Charles, that was it, all working now, thanks!

Was this reply helpful? Yes No