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I have an entity, Change Request, that is defined as an activity. I have a workflow that has the Change Request as it's primary entity, and I have it set to start when a record is created. I have added a Send Email step and have the From field set to be dynamic (Created By) and the To field set to my email. I save it, activate it create a new change request, look in System Jobs and it shows the workflow succeeded, but I receive no email. Am I missing something?
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The user is someone who left the company and is no longer in Active Directory, so I'm guessing that is why it isn't sending, but what I can't figure out is why it is putting him as the Created By, I am creating the workflow and task on the same machine, as the same user (me), so this is really strange.
UPDATE:
OK, I got it to work, I changed the From field to
{User(Created By(User))}
and it worked. Still doesn't explain why the other way shows a different user, but at least it works now.
The owner of the workflow is you because you created it. If you set up the trigger as 'created by' it should send email on your behalf. Make sure you are creating a task under your CRM account. Was it a random CRM user who is disabled. Normaly you would see your user name in the From field.
It shows the owner of the workflow being me. Not sure if this would make a difference, but the From is set to:
{CreatedBy(Created By(User))}
But again, I am the one creating the task.
Who is the owner of the workflow? Does that happen to be the disabled user?
OK, this is strange. I looked in All emails as you said, and the user in the From field is a disabled user, but I am the one that created the task. So the reason it isn't going is because the user is no longer employed here, but why does it not see that I am the one creating the task?
If you open your workflow from your system jobs and take a look at the email (which is supposed to be sent out), you would probably see the warning message saying that 'message is not yet submitted for delivery' or something like that. It could be 2 reasons (as far as I know) first is you need to check if the check-box is marked 'Allow other MS CRM users to send emails on your behalf' by going to Outlook/CRM/Options/Email tab. If it's not the case it could be also an issue with email router.
Check to see if the email exists by looking under activities and clicking on all emails. The email may be stuck as "Pending Send". This could be for a number of reasons. When a a workflow is run it will run as the user of the owner. If the owner is a system administrator account, make sure that account has a valid email and is setup to utilize the email router for outbound emails (user settings). Also make sure that the user has an approved email address.
If the owner of the workflow is a different user check the same things. You could also turn on the email router logging as well if the email is still sitting in a status of "Pending Send". Here is how to turn on the email router logging. Becareful not to leave this on as it does log a decent amount of information.
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