If/then Branch returned Non-met though Criteria were met
SOLVE
Hello Experts,
I have encountered one issue recently with the mentioned topic while testing new workflow for internal lead routing.
Background
we used 2 key criteria based on 2 custom properties which were set up as follow (for form submission)
- Company Annual Revenue: dropdown list of "< €10M; €10M - €100M; > €100M"
- Country/Region (Internal): a list of countries based on internal focused markets
Workflow - If/then branch criteria
I set up the criteria as follow
Issue
I tested with some form submissions, matching the criteria but the results made me so confusing: some worked properly, and some didn't. Please note that, I only have that workflow running for the routing, hence no overlapping or conflicting triggers/flows in place.
See 2 examples of the worked and failed cases:
Worked
Failed (continued with 'None met')
Criteria check for the failed case - for reference
I was not able to identify what the issue in this case. Not sure if the branch was set up wrongly or it's due to the fact that the custom properties're not relevant? Or was there any bugs on HubSpot end?
Anyone has any advice how to find the root cause for my case? Thanks a lot!
If/then Branch returned Non-met though Criteria were met
SOLVE
Hey @Albus_Bui might be a shot in the dark, but have you checked when your contact who hit the none met branch received the values for the yes branch? I'd compare them against the time they went through the workflow.
My guess would be that the "test enrollment" feature checks the contact record at the moment you do the test and returns if they would go through this branch or not. However, your contact may have not had these values when they actually went through the workflow.
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial
If/then Branch returned Non-met though Criteria were met
SOLVE
Hey @Albus_Bui might be a shot in the dark, but have you checked when your contact who hit the none met branch received the values for the yes branch? I'd compare them against the time they went through the workflow.
My guess would be that the "test enrollment" feature checks the contact record at the moment you do the test and returns if they would go through this branch or not. However, your contact may have not had these values when they actually went through the workflow.
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial
If/then Branch returned Non-met though Criteria were met
SOLVE
I would open a ticket with Hubspot if you have not already and let them look into this as well.
With that said the only thing different between the records is the one that failed has an internal business unit value of SME as opposed to ENT on the other. So I'm not sure whether that has anything to do with your branch as the workflow appears to be checking for internal business unit.
If/then Branch returned Non-met though Criteria were met
SOLVE
Thanks for your prompt input @Ben_M ! I'll raise that ticket for sure. Testing back and forth, changing the criteria conditions but still unable to catch the system logic.
- About the SME and ENT, they're actually the results of that branch (Criteria met = the property of IBU to be set as 'ENT', none met = 'SME])