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Customer experience | Sales, Customer Insights,...
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Workflow Issue - Business Process Error - Cannot find record to update - Need Suggestions

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Posted on by 175

Hi, 

I have a Real Time Workflow running On Create of a Note from the LMS Document record that needs to create a custom LMS Document Attachment record (this will hold the Version information from the LMS Document Version child record). 

It first checks that the Regarding LMS Document (which is the Parent record to the LMS Document Attachment') IS Document, then should create the LMS Document Attachment.  Here are the relationships. 

LMS Document : LMS Document Attachment 1:N

LMS Document Attachment : LMS Document Version 1:N

LMS Document : Note 1:N

LMS Document Attachment : Note 

The Workflow is currently not getting past the first step - and I am getting the above error.  It goes and performs some other steps as seen below. 

Here are some screenshots.  

pastedimage1571226987105v2.png

pastedimage1571227014510v3.png

pastedimage1571227077868v4.png

pastedimage1571227167507v5.png

Can anyone assist in what is wrong here?  Thanks so much in advance for your thoughts / suggestions.  

  • Joana Pinto Profile Picture
    740 on at
    RE: Workflow Issue - Business Process Error - Cannot find record to update - Need Suggestions

    Hey!

    Glad to hear it, nicely done! And I was glad to help in any way. Have a great day :)

    Cheers!

  • William Bradley Profile Picture
    175 on at
    RE: Workflow Issue - Business Process Error - Cannot find record to update - Need Suggestions

    Joana - just to let you know, I ended up using a Flow and multiple Synchronous workflows to solve this issue.  I wanted to thank you again for your advice and suggestions, and patience.  Have a great day.

  • William Bradley Profile Picture
    175 on at
    RE: Workflow Issue - Business Process Error - Cannot find record to update - Need Suggestions

    Yep.  I am trying a different approach.  I will certainly let you know how it works out and what the resolution was.  I thank you again for all of your feedback and suggestions, Joana.  :)

  • Joana Pinto Profile Picture
    740 on at
    RE: Workflow Issue - Business Process Error - Cannot find record to update - Need Suggestions

    Then you need to get the version number value of the previous record first and only then increment the value. To do so, I don't think you will be able to do by workflow, since you will have to access related records and store values (like variables). Not sure if I made myself clear enough, sorry.

  • William Bradley Profile Picture
    175 on at
    RE: Workflow Issue - Business Process Error - Cannot find record to update - Need Suggestions

    Yes, the new record need to be Previous Record + 1

  • Joana Pinto Profile Picture
    740 on at
    RE: Workflow Issue - Business Process Error - Cannot find record to update - Need Suggestions

    But when you say you need to increment is adding +1 to the value of the previous record? Because, for the new record, it will always be 0 + 1

  • William Bradley Profile Picture
    175 on at
    RE: Workflow Issue - Business Process Error - Cannot find record to update - Need Suggestions

    Because each new LMS Document Attachment created by this workflow needs to be incremented by 1 to show the 'Version No.' has been updated, update the boolean 'Current Version' = YES,  and then find the previous record and set 'Current Version = No'

  • Joana Pinto Profile Picture
    740 on at
    RE: Workflow Issue - Business Process Error - Cannot find record to update - Need Suggestions

    But if you want the record to be updated on create, how to you want the value to be different than 1? Unless you create the record with a value different than 1...

  • William Bradley Profile Picture
    175 on at
    RE: Workflow Issue - Business Process Error - Cannot find record to update - Need Suggestions

    I want the LMS Document Attachment record updated on Create (but only if the corresponding Note has an attachment, hence the need for that Workflow).  It seems I cannot update this via workflow.  Any other ideas since the Counter Configuration is not working?

  • Joana Pinto Profile Picture
    740 on at
    RE: Workflow Issue - Business Process Error - Cannot find record to update - Need Suggestions

    But when do you want to update the version nr? Because with this WF that you have, you will only update a value from a created record. You have to update the already existing record. I don't know the business logic behind it but if you want your field to be updated to 2, 3, 4, etc.... you must have something that updates the actual record and not the one just created.

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