Workflow Errors

English Language - Forum
1

Basically with my Workflow issues below.

Upon saving the Workflow:
• Fields that were previously selected have now disappeared and are unable to be found.
In this case, --None-- had Email Address in it to match the left side. Now the field on the right side doesn’t show up.

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• Fields change from what they were assigned to a different field
Before save:

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After save:

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So I don’t know what is happening. I will admit I had a couple tabs of CRM open which may have affected it. I try to avoid having multiple tabs but I needed to cross reference some information.

Can’t find anything in the log to show what’s happening.

Would really appreciate some insight as to what’s going wrong.

2

What is your entire workflow configuration?

Do you have any logic hooks? Which module is it?

3

I’ve only got admin access so no coding here.

This is the workflow:

Condition: Account is created - The workflow triggers off the date created.

Action: Create Record in Contacts module. Add Field(s)
All the usual fields like first name, last name, phone, etc (including some specific to our business fields) autofill in the contact matching fields based off the information

Does this help? I can’t show too much in screenshots due to confidentiality.

Thanks

4

Hello Isa,

I’ve seen the first one as well.
There have been plenty of fields and I believe that the page hasn’t fully been loaded before saving it again. And that was how it disappeared.
How many fields do you have there? Page is fully loaded before you save it again?
There are no CSS / JS / HTTP errors in the browser console / network tab?

As for the 2nd one: You’ve got a * in the label in the dropdown list.
I haven’t tested this yet in projects, but I’d be suspicious at the least - could you remove this from the dropdown value and try it again?

How are your other workflows working out?
If you build up some very simple ones, do they work without any issues?

5

Hi Bastian

I have let the page sit for a couple minutes a few times before trying to find the options and saving the workflow. I’m not overly familiar with script/coding, but I can’t find any errors in the browser console/network tab that are jumping out at me.

I did remove the * in the label as per your suggestion which has worked with it no longer auto selecting this option to other fields upon save. That’s a positive!

All my other workflows run fine, from simple to complex.
I even went to create a new workflow with a single action for the missing right side fields like ‘email’ to see if the field would appear, but no luck.

So now it’s just an issue of some fields not appearing on the right side dropdown lists, even if left to load for a while in editing and after saving.

Thanks :slight_smile:

6

I’ve figured out why it doesn’t show, now I have to figure out how to work around it:

  • Emails are linked to both Accounts and Contacts via the same relationship module.
  • Contacts are treated as the direct holders of customer details (like email addresses).
  • Accounts act more like umbrella records that group multiple Contacts together.
  • SuiteCRM workflows prioritize Contacts for email-related actions because they’re the “primary” data source.
  • When trying to access email1 from Accounts in a workflow, SuiteCRM may block it—assuming that field is already managed through Contacts.
  • The system logic sees Accounts as secondary in this context, so it hides or omits the field to avoid redundancy or conflict