I am using a fresh install of SuiteCRM 7.1.1.
I am trying to create a workflow to populate or remove records to/from a target list when a specific field within an account is selected or unselected
To be more specific I have created a MultiSelect custom field called colours which contains a list of 8 colours (white, black, red, blue, green, orange, yellow, brown).
One or more colours can be selected.
I have created a target list called YellowAccounts.
When an account is created or modified, if among the colours, yellow is selected I want to add this account record in the YellowAccounts target list.
Similarly I need another workflow to remove items when Yellow is removed or when an account is deleted (maybe this is achieved automatically: I haven’t tried it since I am still trying to figure out the two previous workflow actions).
These are the steps I followed for the first workflow:
- Go to workflow module
- create new workflow
- Fill name with AdYellowAccount
- Pick Accounts from Workflow module dropdown
- Create Condition: Module -> Accounts - Field -> colours - Operator -> Equal To - Type -> Value (here I also tried with Is One Of but see comment below) - Value -> yellow (selected in MultiSelect field)
- Add Action: Select Action -> Modify Record - Name -> AddYellow - RecordType -> Target Lists : Prospect List
Then I edit an existing account record and select Yellow in the colours field then I save.
After having saved I go to the Workflow rule AdYellowAccount and in the Process Audit subpanel I can see the Account I have modified by adding the Yellow colour.
So I go and check the YellowAccounts Target List but the record is not there.
Comment regarding Is One Of: when I tried this type the accounts record did not appear in the Process Audit subpanel of the workflow rule AdYellowAccount .
I stopped here without creating the workflow rule to remove modified or deleted accounts because I need to understand what am I doing wrong.