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Customer experience | Sales, Customer Insights,...
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Workflow using Assign Record

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Posted on by 220

Hello,

I have a workflow on the Account entity which basically checks the address County field and depending on the county assigns the Account record to a specific user. I have approx. 100 different counties, which means I need the workflow to change the Account Owner for up to 100 different users.

I have created a single workflow like so:

Check Condition Account county = ABC

Assign = User A

Check Condition Account County = DEF

Assign = User B

Check Condition Account County = GHI

Assign = User C

But now after entering the next check condition when I click on Add Step, 'Assign Record' for the fourth time all of a sudden there are red circles with a white cross appearing throughout and I'm not sure what is wrong, is there a limit on the amount of record assigns I can have in the same workflow, any ideas?  

Thanks

Ladga

I have the same question (0)
  • Suggested answer
    Joel CustomerEffective Profile Picture
    445 on at

    so I would change your design. 100 steps is way too long for a workflow. I once had a workflow with 70 steps and the further you go the slower it gets.

    My suggestion: create a country entity (if you don't already have one). Put the account owner/salesperson as a lookup on the country entity. Then when an account is created or address is updated, assign the record to the related country owner/user lookup field. This is now a one step workflow and you don't need to hard code anything or update any workflow when these assignments change.

  • Verified answer
    protc Profile Picture
    on at

    Hi Ladga,

    Thank you for the query.

    It would be helpful if you could provide a screenshot of the logic, but from the description of the issue the workflow should still let you add the step condition and action.

    Once you Set properties for the 4th action, the Errors symbols should clear themselves out and let you proceed.

    It is recommended that you use the Workflow conditions and Branching to design this workflow,

    docs.microsoft.com/.../configure-workflow-steps

  • Ladga Profile Picture
    220 on at

    Thank you this worked, once I added the next properties the errors disappeared.

  • Ladga Profile Picture
    220 on at

    Thanks for you suggestion Joel, I don't think creating a new entity for this will work as  there are also other criteria apart from just the county entity that I mnetioned, but noted re the more steps the workflow gets slower, I will create two or three separate workflows rather than just one.

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