Thanks in advance for help. I am having trouble with a particular workflow rule. It is trigged by the approval process so not sure if thats why. Here is what is happening and what it needs to do:
Approval Process
1. Sales rep changes to Stage 5 - Account Closed
2. Enter in credit card type
3. Submit for approval
4. Approve opportunity
5. Stage changes to Stage 6 - Management Approved
Workflow
7. Email alert goes out IF Credit Card field = American Express or Discover
This is currently not working. Any ideas why? Can an approval process not trigger a workflow?
Tried to insert an image of this but its not working either...
2 answers
Unfortunately, no, approval process field updates don't trigger workflow as far as I know, because they're already part of the workflow chain. I'm not sure what a good workaround for this is, frankly. You could make a time-triggered workflow on when the card is set but it'll be flaky. Or you could make it always do the email alert on final approval -- if the recipients are a relatively small set, they could just make a filter to autodelete any of these types of emails that don't contain "Discover" or "Amex."
