I would like to have this workflow update 2 fields to new values when it goes off.
1) Reassigne lead to X queue
2) Check a box.
The workflow is rassigning the lead just fine, but it is not checking the box.
Yeah will Do.
I think before i link the images i shoudl explain what i am trying to accomplish.
The ScenarioI have a team of salesman that is really 2 teams. For purposes of this explanation i will call them T1 and T2(remarketing).
These leads are a bit complex. The lead are imported wtih many field but one of them is imporant. The END DATE field. The lead is assigned to a T1 rep first. 21 days following the end date(something i can specify in the timed workflow) i want this lead to be reassigned to a Queue. From that queue the leads will then be hand reassigned by the sales manager(his request).
The only reason i am having an issues with this so far is this. I am unsure of weather or not leads will ever be put into the system with and end date that is more than 21 days from import date. IF there are leads being imported in this case. then my timed based trigger would fail, and those leads would never get reassigned. THIS IS SOMETHING I AM TRYING TO GET FROM MY SALES MANAGER.
To solve the problem of leads being imported past the21 day from end date period i ahve put in another workflow taht woudl trigger upon importing that would automaticalyl assigne them to that queue. This Workflow has to be able to validate that the lead has nto already been in and then back out of the queue. Thus i created the checkbox field to help validate that this is a new lead coming in and is ok to be assigned to the queue.
My Original SolutionOriginally i wanted to use a Owner Role Validation, IE pull in the role of the owner of the lead as i have the T1 reps and Remarketing reps on differetn roles. The workflow woudl check if the owner of the lead is "T1 Rep", and then if it is Reasign, if not then leave it wehre it is. Alas that is not a field i am able to lookup and associate with lead. FIX THIS SF :D.
Workaround i am tryingSo to work around this problem i have created a CHeckbox Field that is defaulted as Not checked(False). That way, when the lead is reassigned via the time based trigger, that check mark is checked in the process, and then any subsequent updates made to those leads after they ahve been given to the remarketing reps would not then reassign them back to the Queue.
Pictures
