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On CREATE of a Case, I have a workflow field update that successfully changes the Case Record Type to BM - Order based on the related Account Record Type; however it gets reverted by a mystery workflow field update (which I've italicised in the Case History table below). I cannot locate the workflow rule that is causing this to happen. 

 

Is there a way to tell what workflow rules have triggered on a record (and when)?

 

Hope someone can help!

 

Date User Connection Action

6/09/2011 9:52 AM Joseph Kimmer   Changed Owner (Assignment) from Joseph Kimmer to Business Activations.

      Changed Case Record Type from BM - Order to CA - Standard Order.

      Changed Case Record Type from CA - Standard Order to BM - Order.

      Created.

4 Antworten
  1. 6. Sept. 2011, 04:16
    Yes there is two ways. The techy and non techy.Firstly the non-techy:

     

    Go into the start menu (by clicking [your name] > Setup) then search for "Field update" in the search box.

     

    Select the field updates menu option. Then you will have a column saying "Field to update" click this column to order by this column. Then search the page for the field name (in your case "Case: Record Type") you may have to click "Next Page" to see the next page of field updates. You will then see all the field updates for the particular field.

     

    But it may not be a field update that is causing it to change. Depending on your version you may have custom apex code that is changing the field. So go to the cases tab and start to create a case but just before you click save do the following:

     

    In Salesforce click:

     

    [your name] > System Log

     

    from the top left hand corner of the screen. This will pop up a logging window (if you don't have the option it maybe because you don't have the correct permissions). Revert back to the other screen and click save. Then go back to the pop up window, you will see some rows added at the top of the screen. Click one of the rows and then you will see the logging of what has happened when you clicked save. By using the filter you maybe able to identify whats going on but this is a bit more technical.
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