Workflows Problem

đź’¬ General Discussion
1

Hi,

Workflows are not working in Suite CRM 7.4 beta version,for Modified records.If we modify the record for the first time workflow is triggering.If we modify again the modified the already existing records workflow is not working.

Can anyone help me on this to solve.

Thanks& Regards,

ManasaMunnaluri.

2

Would you share what you are trying to accomplish?

3

Hi,

In Quotes Module,If we take Approved Status,in that dropdown list we have values like Pending Approval,Not Approved,Approved are there.

I have created a workflow as If the Approved Status is Pending Approval,that workflow needs to trigger.It is triggering,if we modify the record first time it is working.If we modify that record one more time,it needs to work right again.

But it is not working for me.

Can any one help me on this to Solve.

Thanks& Regards,
Manasa Munnnaluri.

4

Since this is a “repeating” task, have you setup the workflow properly?

5

Hi,

I have set the workflow like this.Please see the attached image and please guide me if i made any wrong.

6

you need to check the repeated runs checkbox if you want it to run more than once

7

Hi,

If i check repeated check box,the workflow is triggering the same record more than one time.

workflow is triggering the modified record more than onetime.

8

Sorry never thought that through. Since you don’t have any conditions it will run constantly once a record has been modified.

The best solution may be to add an extra field to store the last time the workflow ran. So for example if you add a field to the module called modified_workflow_last_ran, then add a condition to the workflow where modified_workflow_last_ran is less than date_modified and also add an action to the workflow to update modified_workflow_last_ran then you should be able to get it to run once after every modification.

Hope I’ve understood you correctly and this works.

9

Hi,

I am not able to understand what u told,Can u give me any example,how to do it?

Thanks& Regards,
Manasa Munnaluri.

10

so unless repeated runs is checked a workflow will only run once.However, you don’t have any conditions on your workflow, so with repeated runs checked it will run constantly which you don’t want.

My solution is to add an custom date field to Quotes. You could name this however you wish, but for example lets call it modified_workflow_last_ran.

Then you need to add a condition to your workflow so that it should only run when our field modified_workflow_last_ran is less than the quotes last modified date.

Finally so our variable gets updated we need to add an action to the workflow to set modified_workflow_last_ran to now.

This means when a quote is updated the workflow will run, update the modified_workflow_last_ran date and do whatever other actions you want, then the next time the workflow runs, unless it has been updated again it wont fire as our modified_workflow_last_ran date will be greater than or equal to the last_modified date

11

I would suggest you look for a local vendor near you to sort out your issue. Thanks.

12

Hi,

I have created like this.Based on the check box field i need to trigger that email.But it is triggering on very save.

But i want when the record is modified only.

Can any one please suggest me.I want this very urgently.

Thanks&Regards,
Manasa Munnaluri.

13

Did you try my suggestion above?

If you don’t have feel confident setting that up an alternative would be adding a condition where last modified is less or equal to now + 3 mins.

This isn’t a perfect solution though, you may find some still fire twice or some don’t fire at all depending on how regularly the cron task runs.

TBH I think your best solution to this would be my answer in post #26092 which I expanded on in post #26094

14

Hi,

I did what u explained to me,then also for me on every save email is trigger.But i want when that particular field(portal Active - Check box) changes from inactive to Active and that email needs to go only one time.In that attached images last Run field is having the last modified workflow run.

Please see the attached images and guide me still anything is wrong.

Thanks& Regards,
Manasa Munnaluri.

15

Sorry, I think I’d misunderstood what you were trying to achieve, I thought you were wanting the workflow to fire whenever the record was modified in anyway.

If you want the workflow to fire whenever the portal active checkbox is changed to being checked (and to fire again if it’s unchecked then checked again, but not to constantly keep firing when its checked) then I think it should actually be pretty simple.

Your workflow needs to have repeated runs checked and you need two conditions, the first you already have portal active equals value checked. The second condition is portal active equals any change.

1 Like
16

In fact I’m still a little uncertain what exactly you want as in your last message you said you want the email to only go once (though in other messages you said it had to fire multiple times. If you never want more than one email to be sent for a record then you can simply uncheck repeated runs