Workflows in real time and running in background

(0) Share

Report

Posted on by J. See

780

Hi,

I have a requirement wherein I need a to set the probability field based on the stage name of the business process flow, same with the question found here. I followed the instructions and it actually works when I run the workflow as a background process. However, when I change the workflow to run in real time, the workflow doesn't work.

For example in my workflow (running in background), once my opportunity is in the develop stage the probability should be set to 30. And if my opportunity is in the propose stage the probability should be at 60. But when I run the workflow in real time, develop stage is set to 0 and propose is at 30.

My workflow triggers upon the creation of the opportunity and the changing of the process stage. Is there anything else I'm missing?

Thanks in advance!

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (0)

Sort by

Suggested answer

Nithya Gopinath 17,078 on at

Like (0)

Report
Copy link

Link copied!

Hi,

In the Options for Automatic Processes, what have you given for Start When (After or Before).

Ths Start When should be After for achieving this real-time workflow functionality.

See the screen shot below.

Hope this helps.

Was this reply helpful? Yes No
ScottDurow 23 on at

Like (0)

Report
Copy link

Link copied!

Does reloading the record after changing the process stage show the correct values?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

hi i gave this same scenario on change of stage id and wrote background wkflw it is working but problem is for the first stage it is not showing the value what i gave.

qualify = 30

develop = 60

propose = 80

on loading for qualify stage it should not showing 30( yes because we gave on change) what i have to do to populate qualify stage value?

on changing it is showing 60,80 but when we changed to qualify( not on load, when changing from 2 to 1) it is not changing to 30 it is showing 60 it self

plss rply regarding this

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

its working fine i gave one wrong step

Was this reply helpful? Yes No
J. See 780 on at

Like (0)

Report
Copy link

Link copied!

Hi Nithya, your screenshot is the same setup I have when running my workflow in real time.

Was this reply helpful? Yes No
J. See 780 on at

Like (0)

Report
Copy link

Link copied!

Hello Scott,

No, it does not put in the correct values. In fact if I qualify a lead to an opportunity, probability will stay at 0 even though I'm already at the develop stage. Then when I click "Next Stage" (propose) instead of the probability becoming 60, it becomes 30.

The funny thing is, when I make develop stage the active stage again that's when the probability becomes 60.

It looks like I'm sticking with running this workflow in the background, but I'd still like to know if there is a solution to this just in case I get to encounter it again (hopefully not!) in the future.

Was this reply helpful? Yes No