I have two work flows running in order to reassign leads to differen queues over time.
The first runs on the Lead Status. If the status is changed to "Stale", the owner is changed to a "waiting queue" and a "stale" checkbox field is checked on the leads.
Then I have a time based workflow that triggers if a lead is edited to have the owner = "waiting queue" and the "Stale" checkbox = True. In 14 days, I have set two field updates. 1. Uncheck the "Stale" checkbox. 2. Change the queue to a different queue called roun robin.
The problem I am having is that when the 14 days comes around, it changes the queue to the "Round Robin", but immediately after changes it back to "waiting queue" and the 14 day time based workflow starts over. Is the Checkbox not changing causing the rule to run again?
Any insight would be really helpful as this has become quite a pain.
Thanks!
3 risposte
I think the issue is because the First Step doesnt compeltely validates/verifies all the possible scenario's
The First one only checks for Lead Status :
The first runs on the Lead Status. If the status is changed to "Stale", the owner is changed to a "waiting queue" and a "stale" checkbox field is checked on the leads.
I believe it should check for Lead Status as well as check 'If Owner is not Round Robin'.
In your case since first criteria is met, it is causing reassignment of assignment rules again.
