Workflow

[Karion]

I have regions in my contacts and several workflows that are triggered by contacts. When the regions match, they are supposed to add deals to the user, but for some reason, they’re not working. Could anyone help figure out the reason? Thank you in advance for your suggestions. I’m attaching an example of the workflows in the screenshot.

[karstenkoehler]

Hi @Karion,

How exactly are you testing your workflow, what makes you think it’s not working?

Are contacts not enrolling? If so, please have a look at these troubleshooting steps: Troubleshoot workflow enrollment issues

Are contacts enrolling but not completing the actions as expected? If so, could you share a sreenschot of the entire workflow please?

Best regards

[Karion]

Workflow does not catch the application at all, even if a suitable region is shown and does not hang the deal

[Karion]

The contact is saved. But the workflow is not executed.

[karstenkoehler]

@Karion have you checked for enrollment issues, see the link from my previous reply?

[Karion]

I looked at what you said, probably the problem is that the contact does not assign transactions in principle. Here are the settings of my form, do you know why the deal is not created together with the contact?

[karstenkoehler]

@Karion what do you see when you scroll down the left sidebar? You should see association settings there.

[Karion]

I see this information:

[karstenkoehler]

@Karion that looks like the newly created deal is correctly associated with the contact. What exactly are you seeing when you test the deal against the enrollment criteria of your workflow?

[Karion]

Here I filled out the form, a test contact and a test company are added, but the deal was not added to the contact or to the company

[karstenkoehler]

@Karion the workflow is still turned off, that would explain it (see the gray toggle).

[Karion]

Thank you! I’m just new to workflow) But why can’t I turn it on? It says “To turn on this workflow, please finish setting up any actions.”

[karstenkoehler]

@Karion apparently, the actions you have added aren’t fully set up yet. Click into each one and check in the left sidebar if there’s anything highlighted in red or yellow.

[Karion]

Thank you very much, you helped a lot, please tell me how to insert the company name from the company properties into the creation of the deal? Because I can’t find it, and the company from contact properties is not suitable, because then the company is not created for contact

[karstenkoehler]

@Karion happy to help! Please mark my replies that helped you as accepted solutions

Company name:

[Karion]

What should I do if I don’t have a “Edit avaliable data”?

[karstenkoehler]

@Karion then you’re likely creating a simple workflow from a form. You would need to create a workflow directly from the workflows tool, not the form.

[Karion]

Thank you, I did as you said, but the company name is not pulled up and a deal is created with just the name “- New Dea”

[Karion]

I asked you a question, I would be very grateful if you answered.

[karstenkoehler]

@Karion it’s a public holiday in a lot if countries around the world.

Can you try adding a one minute delay at the beginning of the workflow? The deal might be created faster than the company.