Hi All,
We have aworkflow to change the communication setting of Clients but it is not working suddenly. Can anybody please advise what can be wrong? I am attaching a screenshot of the workflow. Thanks heaps for all your help.
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Okay then lets investigate you condition is working using Stop workflow . Please try to add alert on the each step and validate everything is correct. Hope we can solve this issue.
Follow the below step by step to add alert and see the outcome.
garethtuckercrm.com/.../crm-2013-new-features-using-real-time-workflow-for-validation-rules
So for now , I am manually changing them and they are working fine - dosen't change back to default.
What happens when you manually update those details? Is it possible that workflow is seeting those values but another process/plugin etc is changing it back?
Yes it is... I can see a list of our client contacts in the view - but can't understand why the workflow is not!
Ok. Did you try to get record using advanced find with the given condition? If you were not able to retrieve the record using condition then workflow will execute success but it won't update the record. Pls validate
Thanks but still no luck after switching to realtime :(
Change the workflow to realtime workflow instead of back-end and see the value is getting updated.
Hope this helps.If the suggestion resolved your query .Pls mark it as answered/verified to close the thread.
Thanks for your response .They are met and it says Succeeded when I check the sessions but when I go and see the record the fields have not changed!
Hi,
Is this workflow triggering? If yes,then please check the sessions of this workflow and check if certain conditions (applied in steps) are met or not
Thanks
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