WorkFlow does not update Target List

English Language - Forum Advanced OpenSales, Workflow, Portal support
1

Hello All,

Running 7.2.3 on an upgrade from SugarCRM 6.5.x

I am setting up a WorkFlow to add contacts to a Target List following these instructions: https://suitecrm.com/wiki/index.php/Userguides#Customers_to_Target_List
(BTW, this seems to be missing field information in the Actions step)

Name: Add to Target List
WorkFlow Module: Contacts
Status: Active
Run On: Modified Records

Condition:
Module = Contacts, Field = Contact Tags, Operator = Equal To, Type = One of, Value = My Value

Action:
Select Action = Modify Record
Record Type = Contacts: Contacts
Add Relationship = Target Lists : Prospect List
Value = My Target List

I modified a Contact to change Contact Tag to “My Value”

In the WorkFlow Add to Target List I can see the modified Contact in the Process Audit list with the status ‘Complete’.

However the Contact is not added to the TargetList.

Hopefully someone can see the error of my ways…

Thanks in advance.

~eric

2

It appears that the WorkFlow does not work with Multi-Select fields.

When I ran the same WorkFlow on a single select DropDown List it works fine.

~eric

3

How would you do the same thing with Leads? There is no Leads : Leads when selecting action for a Leads workflow.