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Thorsten Haude 5Thorsten Haude 5 

Workflow rule does not fire

Hi,

beginner here, trying to create my first workflow rule. The rule is active, set to evaluate when created and edited, the rule criteria formula is set to "true". I've added an email to exclude a problem with the field update action. Nothing happens. Log says this:

[...]
18:42:58.0 (17017761)|WF_RULE_EVAL_BEGIN|Workflow
18:42:58.0 (17065573)|WF_CRITERIA_BEGIN|[Case: 00001007 50058000000tlPq]|Set Status Percentage|01Q58000000PQf7|ON_CREATE_OR_TRIGGERING_UPDATE|0
18:42:58.0 (17193234)|WF_RULE_NOT_EVALUATED
18:42:58.0 (17208948)|WF_SPOOL_ACTION_BEGIN|Workflow
18:42:58.0 (17215115)|WF_ACTION| None
18:42:58.0 (17217305)|WF_RULE_EVAL_END
[...]

Not even evaluated? Did I do something to make it angry? Where do I enter my apologies?

That's on universal "INTERNAL" debug by the way, I expected an avalanche of data. Is there another way to dig deeper?

Thanks in advance!

Cheers,
Thorsten
Best Answer chosen by Thorsten Haude 5
Parker EdelmannParker Edelmann
Hmm... Quite a puzzle indeed. I found this on debug logs for Workflow:
https://help.salesforce.com/apex/HTViewSolution?id=000187503&language=en_US
https://help.salesforce.com/apex/HTViewSolution?id=000205422&language=en_US
Based on that, your rule, Set Status Percentage, acted on a Case with the name of 00001007 and an Id of 50058000000tlPq. Do you have the criteria set to on create, and anytime it's edited, or on create and anytime it's edited to subsequently meet criteria? If it's set to the latter, then it means that the record either did not meet the criteria, or it already met criteria before you edited the case. There is a trailhead module titled Process Automation I believe, and it contains a unit on Workflow, but I think it's only an introduction, not an in-depth troubleshooting lecture. If you could give a little more information on your criteria, it might help to analyze what's happening.

Thanks,
Parker

All Answers

Thorsten Haude 5Thorsten Haude 5
Oh yeah: "Help for this Page" -> "Error: The document was not found."

Pointers to useful parts in the documentation/trails would be especially appreciated.
Parker EdelmannParker Edelmann
Hmm... Quite a puzzle indeed. I found this on debug logs for Workflow:
https://help.salesforce.com/apex/HTViewSolution?id=000187503&language=en_US
https://help.salesforce.com/apex/HTViewSolution?id=000205422&language=en_US
Based on that, your rule, Set Status Percentage, acted on a Case with the name of 00001007 and an Id of 50058000000tlPq. Do you have the criteria set to on create, and anytime it's edited, or on create and anytime it's edited to subsequently meet criteria? If it's set to the latter, then it means that the record either did not meet the criteria, or it already met criteria before you edited the case. There is a trailhead module titled Process Automation I believe, and it contains a unit on Workflow, but I think it's only an introduction, not an in-depth troubleshooting lecture. If you could give a little more information on your criteria, it might help to analyze what's happening.

Thanks,
Parker
This was selected as the best answer
Thorsten Haude 5Thorsten Haude 5
The problem was that I misunderstood the term "any time it's edited to subsequently meet criteria", I missed that the transition is necessary.

Now it fires, and my rule works too. Thanks for the help!

Cheers,
Thorsten
Parker EdelmannParker Edelmann
Glad I could be of service to you. Thanks for posting your question, learned a bit myself - workflow debug logs.

Thanks again,
Parker