Relationship - Account / Ordered Products

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Posted on by MMcCoy

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I have a custom field on my account field. This field is a two option yes/no....

I have a workflow process on the Order Products table. I need to run a workflow based on that custom field on the account.

The first problem is I can't select the custom field. I solved this by building a 1 to N relationship on the account to the order products table.

Now I can select the field in the workflow and build my condition. However this doesn't work. The condition seems to be ignored and the workflow runs no matter what. The interesting thing is that even thou the workflow is running the tasks in the flow don't fire.

To Summarize:

Custom field on the account form with two options... yes/no

Workflow on the order product details which need to use the condition set at the account level.

Any ideas from the experts?

Thanks!

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mscrmba on at

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You are manually/otherwise triggering a workflow to run and to do things conditionally (based on what is on the Account entity)?

If so, then the workflow will run regardless (it just exits early for the if custom field = 'No' or what ever the alternative flow is).

It sounds as if it's doing just what it should.

If it's not delivering the desired results - can you screenshot your workflow conditions so we can see what you've written?

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MMcCoy 210 on at

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As requested, here are two images that might help.

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mscrmba on at

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Hi M,

It seems OK.

You say the workflow is always running (when the record is created or the trigger fields on Order Product change)?

That will happen.

That should happen.

What should happen is that the Service Case is only created some of the time (when the conditions are met).

To prove it:

Can I suggest un-tick the Automatically delete completed workflows jobs - just so we can see what is happening. (You should tick the checkbox again when you are happy with it.) You can check to see what it generates in Settings>System Jobs

You could also put in an alternate flow / default action maybe to stop the workflow - again his could be a temporary thing - just to prove that it is going down the alternate route when it should, but it won't hurt to leave this additional step in place.

Perhaps, can you describe (in as much detail as possible):

1. What you think should be happening.

2. Exactly what is happening (as far as you can tell - the tips above should help you understand this better)

3. What you think isn't right.

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MMcCoy 210 on at

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I will try your suggestion to see what is going on.

Alternately I have also tried instead of creating a case to send a simple email. That fails as well however if I take out the condition to check the custom flag it works as expected. IE a case is created or a email is sent.

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mscrmba on at

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You've 'Published all customizations' since you added the field?

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MMcCoy 210 on at

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Sure have... Additionally I don't see any details when I unchecked the delete job details. Image Below

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mscrmba on at

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It's showing that the workflow has run successfully.

If you click on view properties do you see anything under that?

Is it not creating the Service Case when it should?

Did you try running the workflow for both 'Yes' and 'No' situations?

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MMcCoy 210 on at

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Nothing under properties..

Correct it doesn't create the case or email or any condition I set.

Yes I have tried both yes and no conditions. Nothing...

I logged a case with support as well. They are stumped...

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mscrmba on at

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Clutching at straws...

Existing Product... Order Product - and the workflow definitely works if you remove the reference to the custom Account field?

Order Product can be a bit finicky as an entity - if I get a chance I'll try to re-create your precise scenario - at least confirm the issue if there is one.

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MMcCoy 210 on at

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Correct if I remove the custom field on the account form. It works as expected.

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