Suite 8.8 - Workflow Not Setting Date Field to NULL - Inappropriately

TobyTkd · 31 March 2025 17:10

Suite 8.8 - New install. (Have imported Many records)

Here is a workflow rule I’ve configured:
(Which, anecdotally, works fine on 7.14.6)

When the workflow triggers, the “Lead” record update ‘should’ be setting the field “Lead Greeting Card 1 Sent” to Today’s date, but I see the query is setting the date field to NULL.

Mon Mar 31 2025 at 12:55:33 [152917][1]
[INFO] Query:UPDATE leads_cstm 
SET  jjwg_maps_lng_c=0.00000000 ,jjwg_maps_lat_c=0.00000000 ,jjwg_maps_geocode_status_c='' ,jjwg_maps_address_c='' ,ac_tag_dump_c='All Leads CORE Campaign COMPLETED, Valentines Value Promotion, 2024-12-Kickmas' 
,active_student_ct_range_c='' ,activecampaign_id_c=NULL ,ams_sid_c='' ,benefit_desired_2_c='' ,benefit_desired_3_c='' ,benefit_desired_primary_c='' 
,days_since_last_activity_c=NULL ,days_since_last_any_connect__c=NULL ,days_since_owner_connect_c=NULL ,dead_lead_reason_c='' 
,demo_1_apt_datetime_c=NULL ,email_2_c='' ,email_3_c='' ,facebook_business_page_c='http://' ,facebook_profile_c='http://' ,interview_apt_c=NULL 
,interview_complete_date_c=NULL ,last_activity_date_c=NULL ,lead_greeting_card_2_sent_c=NULL ,lead_greetingcard_1_sent_c=NULL 
,lead_greetingcard_3_sent_c=NULL ,lead_pkg_1_sent_c=NULL ,lead_pkg_2_sent_c=NULL ,lead_pkg_3_sent_c=NULL ,lead_postcard_1_sent_c=NULL ,lead_postcard_2_sent_c=NULL 
,lead_postcard_3_sent_c=NULL ,legacy_last_action_date_c=NULL ,legacy_lead_source_c='' ,legacy_notes_c='' ,monthly_gross_revenue_c='' ,num_multi_schools_owned_c='' 
,other_full_svc_billing_used__c='' ,other_software_used_c='' ,other_website_used_c='' ,phone_mobile_invalid_c='4074944237' ,phone_mobile_val_check_date__c='2025-01-09' 
,phone_mobile_val_chk_carrier_c='Google (Grand Central) - SVR' ,phone_mobile_val_chk_type_c='voip' ,postponed_followup_date_c=NULL 
,postponed_reason_c='' ,primary_language_c='English' ,school_ownership_category_c='' ,last_owner_connect_date_c=NULL ,legacy_assigned_user_c='' 
,last_any_connect_date_c=NULL WHERE id_c='29680a1c-6b12-ae2e-087f-6780417f8ecb'

Clearly it’s setting this to NULL:
lead_greetingcard_1_sent_c=NULL

I’ve tried setting many different dates, by selecting a specific date in the workflow builder, setting it to the date the record was created etc…but still, it continues to set the date to NULL…

Ok, after much testing…I’m not convinced these fields are getting set to Null…I think they are not being updated at all.
Does that smell like some kind of relationship issue??

Any thoughts???

@pgr ?

BastianHammer · 1 April 2025 09:36

Hello Toby,

that does small like a relationship issue indeed.
There is this flex relate which behaves a bit differently from the standard relate. Plus: It’s an activity module - they behave a bit differently again

What I’ve done now is simply:

Added a new relationship between leads and calls
Built a similar workflow like yours to update the related lead

It was working right away - even though I haven’t change the related value in the modify action.

TobyTkd · 1 April 2025 16:32

Thanks for the help @BastianHammer !

Hmmm…When I try to add a relationship to the Lead Module, I get an error in the GUI, and this is in the error log:

Tue Apr 1 2025 at 12:23:14 [201738][1][ERROR] Unable to get proper side for link contact

Tue Apr 1 2025 at 12:23:35 [194470][1][ERROR] Given parameter should contains index “copy_email_addresses”

Tue Apr 1 2025 at 12:23:35 [194470][1][ERROR] Email address copy error occured, bean was: Calls

Tue Apr 1 2025 at 12:23:35 [194470][1][ERROR] Unable to load related bean by id

Tue Apr 1 2025 at 12:23:38 [201738][1][ERROR] Trying to load subpanel without definition: leads_calls_1 in module Leads

Tue Apr 1 2025 at 12:23:46 [202031][1][ERROR] Unable to find relationship emails_email_templates

Tue Apr 1 2025 at 12:23:47 [197220][1][ERROR] Unable to find relationship emails_email_templates