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Hello!
My workflow operates on the Lead record. It's simple. When field1 changes:
1. Workflow updates date in field2
2. Workflow changes Lead record status.
Except the status will NOT update although the date in field2 does. I have another workflow which runs when the Process Stage field value changes and that updates the Lead record status just fine. Does anyone know what I might be missing?
Sian
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In your case after clicking Add Step and choosing Change Status scroll all the way to the very bottom and find
"Entities Created by Steps" then pick the status and I think that should be what you are looking for.
I am having a similar issue. After I have an Opportunity record created via workflow, the same workflow creates Activity records. After the activity records are created, the workflow is to change the opportunity's status to a custom Status Reason of 'On Hold'. The workflow log shows that the step was completed, yet when opening the Opportunity the Status Reason is still 'In Progress'.
I have even moved the order of operations of the workflow steps and had the same result. My last effort was to create a child workflow and that step behaves incorrectly. Any other suggestions?
Is it really necessary to run this as a real-time workflow? Have you / can you try converting it to run in the background and see if it makes any difference?
dear Sian,
just try to change the steps order, first update the record then update status.
Sure that Hibernation Period status is part of Active state . Otherwise next step will failed.
The best is, first you update the lead and then after you change the status.
Change the record before updating status.
Lead Screen
Workflow
I've pared everything down to the basics. Here are the three fields on the Lead screen:
Here's a simple workflow I created to test the problem. When I change the Hibernation Period, the record status will not change (first line of workflow), although I can change it manually. The Hibernation Date does change (second line of workflow). I'm sure it's something ridiculously simple.
When the workflow executes, do the execution records get to that step? Do they check it like something happened? Make sure you're not deleting successful executions of the workflow so you can see where it's exiting, even if it's not failing.
Also, screenshots of the workflow would help.
Field1 now located to main Lead record screen with no effect.
#1
Mohamed Amine Mahmoudi
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Super User 2025 Season 1
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Community Member
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dkrishna
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