I want to send a series of emails to the contact role against an opportunity, if certain fields are populated. One of the fields is a custom contact field that feeds from the contact role on the opportunity. If the opportunity is created from within the contact record, this field automatically populates, but if you add the opportunity, then add the contact role afterwards, you need to make another change to the opportunity to get this field to populate.
I have this in my sandbox at the moment, set to fire the emails at hourly intervals, so that it is easy to see if it works. Recursion on the object (opportunity) element was ticked.
It seems to go ok IF I enter everything in the opportunity in one go. So, if it is entered from within the contact record (so the custom field automatically populates) and the other criteria fields are populated, then it's saved once, I get one of each email, 1 hour apart.
HOWEVER (and this is the bit that really confuses me) if I enter the opportunity, save it, then add the contact role, then update one of the other criteria fields and save it (so now it meets all the criteria), I get all emails twice.
So, I unticked the Recursion box on the object element and entered the opportunities again in the same way.
Entered all in one go meant I got the emails once. Hooray. I entered it in stages, and didn't get the emails at all. Not hooray.
Why would making changes to the opportunity, to make it meet the criteria, cause it to fire twice?
In the critieria for the action group, advanced is ticked (Do you want to execute the actions only when specified changes are made to the record?)
This is really frustrating me, I seem to be going round in circles. Can anyone offer any help?
4 Antworten
Now I have tried unticking the advances box in the criteria 'Do you want to execute the actions only when specific changes are made to the record?'
Now the first email is received once, whether the opportunity is entered all in one go or in parts. Which is great, until you come to make a further change to the opportunity. Changing the stage fires the email twice again, changing a field not referenced in the criteria fires the email once more.
How do I make it all work together?
