Please kindly advise how to resolve the issue below if you have ever encountered with similar issue before:
【Issue】
The workflow with evaluation criteria and rule criteria sometimes works and sometimes not.
<Workflow Rule>
・Evaluation Criteria:Evaluate the rule when a record is "Created"
・Rule Criteria：Run this rule if the "Record Type XXX Object" equals "YYY"
<Workflow Action>
・Automatically update the value of the field "DDD" whose data type is single picklist value of "XXX Object" when the record is "Saved"
【Purpose of Creating this workflow rule】
We have a hidden field for "XXX Object". We would like to set a specific picklist value for the hidden field when the record of "XXX Object" is newly created and saved.
As I mentioned above, sometimes the workflow works and set the specific value for the hidden field, and somtimes not.
Please kindly advise how to resolve this issue.
Thanks in advance.
2 answers
Hi Meina,
At the moment of creation, the record type is set to YYY, correct?
Also, the workflow rule is on the object XXX, not on a related object?
Are you able to reproduce the issue freely, ie did you find a pattern? If so, I would run a debug log and see why the condition returns false. It sounds like the record type is not set at the time of creation.
Maybe you have some other process that sets the record type (another workflow rule?) and this one workflow that is giving you issues fires before? If so, all you have to do is make sure that "Re-evaluate Workflow Rules after Field Change" is checked on the field update that sets the record type.
