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Workflow not working properly

Hello,

Recently, I created a workflow that will send am email to specific field agents when a specific status/disposition is selected. The workflow only works for Leads created in the CRM, however, bulk of the Leads with the specific disposition needed for the workflow are from data import/uploads. I was quick to realize that the workflow is not processing all the imported/uploaded Leads except if the Lead was modified.

All suggestions are welcome.

Thank you

Hey there

Are you still having issues with this?

What version of SuiteCRM are you on, by chance?


I believe, up until 7.12.2, Workflows were not built to run on records created via the Importer


However, it looks like this is now an option:

So you should be able to make use of this if you upgrade to 7.12.2!