Hey all, Saw there were a couple of other similar topics, but exactly my issue.
I have a custom module “evaluations” that is like a report card for students (students=contacts renamed)
When I create an evaluation there is a relationship to the contact, works great.
I have a workflow when the evaluation is marked “complete” it sends an email to the contact and relates a task for the teacher (it does both on save).
If the evaluation exists, then changing to complete works no problem and the workflow runs on save properly.
HOWEVER, if I create a new Evaluation with status “complete” neither workflow runs properly. The task is not related the contact and no email is sent to the contact.
My guess is, the relationship isn’t saved yet when the workflow runs on save. If I run the same workflows in the scheduler (ie: not on save) they both work.
Is there some way to delay an on save action?? Like 1 minute or something that would ensure the relationship is created and the record is saved before the workflow runs and goes looking for the contact relationship? Or could this be a bug in the order things run on save?