I don’t know if anyone will have a fix for this, if I should post on github (because this is somewhat of a bug), or if someone has a hint for where I could start to work on the solution myself, but here is my issue:
I have a workflow that when a record is created, to create a task to update contact info. The Record is usually made in a subpanel in the Contact detail view (meaning it should be automatically related to the contact, and that works). The issue is that the TASK that workflow makes doesn’t get related to the contact, so the assigned user doesn’t know which contact to update. If the record is created via duplication (the record is duplicated, and then you edit it and save it) the task is related to the contact.
In short, when duplicating, the contact association is also duplicated, so by the time the workflow is triggered, the task is able to grab the appropriate relationship. If creating it from scratch, that contact association connects automatically (or manually, I tried also searching for the contact to relate the record to during but this problem persists) and that process of creating the relationship between the contact and the record takes time, fractions of seconds, but by that time, the workflow has been triggered, and the task created can’t get the proper relationship to the contact because the record itself hasn’t finalized that detail yet.
I’m sure I could add workflows to trigger it after the record has been created but the point is I shouldn’t have to. The workflows should be firing after a record is completely made, not halfway through. If someone has any advice on this it’d be appreciated. Like I said when I started, post it on the github? Tell me where to look in the source files? It doesn’t quite matter I just think this is a general flaw in the timing of workflows based on new record creation that I have come across a few times and should be fixed.