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Customer experience | Sales, Customer Insights,...
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Workflow not triggering a Process Session

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Posted on by 221

I created a workflow a week ago which worked fine. It is based on some fields in a BPF. Today I copied a different BPF because it had a condition I needed, and then set up the exact same fields in this copy version as are in the workflow. Now when I change BPF in the CRM, the workflow doesn't trigger at all. 

The only other thing I changed was that I set the Owner to be a generic login that we use as the owner of all workflows etc. I realised that might be an issue so logged in as this generic user and made sure the workflow was activated. 

The workflow is published, activated, and the trigger is set to be when record fields change. When I change the fields in question, nothing happens and no process session is created. I unticked the box which automatically deletes completed workflow jobs and still nothing. I've set it to run as both a background and an on-demand process, still nothing.

I'm completely lost as to why it's not working. I tested a few different workflows where I changed the user to this generic login and had to reactivate them, and they all work fine. I can only assume the issue has something to do with the fact I changed the BPF but I don't see why because I've used the exact same Fields in the new copied one. The BPF itself works fine, it's just not triggering the workflow since I changed it. 

Any help would be greatly appreciated. 

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  • Suggested answer
    Marco.P Profile Picture
    2,405 on at

    Hi,

    could you post a screenshot of your workflow? It seems like after switching the BPF, the workflow points to a different BPF reference (id).

  • thecharwest Profile Picture
    221 on at

    Hi Marco, 

    Sure, here's what it looks like: https://imgur.com/wV07JS6

    I didn't think I'd pointed it towards a particular BPF, I'm just telling it to look at particular fields which just happen to be in a BPF rather than in the Form of the Entity. Let me know if you need to see anything else in particular. 

    Thanks for your help!

  • Verified answer
    Marco.P Profile Picture
    2,405 on at

    Could you try to set the "new" BPF as the default:

    docs.microsoft.com/.../business-process-flows-overview

    and then deactivate the workflow and rebuild condition and action?

  • thecharwest Profile Picture
    221 on at

    I forgot to mention that I've already done that. The security roles are set up and it's the first in the ordered list. It doesn't actually come up by default though (no BPF shows up, I have to manually select it) so maybe I've missed something here? I'm not sure what though?

  • Verified answer
    Marco.P Profile Picture
    2,405 on at

    Sorry for being late!

    Does it happen always or just on old records?

    If it happens only when you open existing records you can try to bulk update the process.

    here's some useful links:

    crmtipoftheday.com/.../

    www.powerobjects.com/.../

    www.powerobjects.com/.../

    *note that if you choose to try the update using a workflow, i would suggest you to make it OnDemand, the only limit is that it will apply only to 250 records at time.

    Hope it helps

    Marco

  • thecharwest Profile Picture
    221 on at

    No problem!

    Thanks, I figured out that actually I can just ditch the workflow all together and use a business rule instead so I'm just going to do that! Thanks for your help though, it's actually helped with a different problem anyway.

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