Workflow to create multiple custom object records

[Jenny26]

Hi everyone,

I'm trying to design a workflow that creates multiple records for our custom object. Here are the details:

• We have a custom object called "Projects."
• We have a deal property called "project type." This is configured as a multi-select checkbox (ability to select multiple options) property.
• I'm trying to create a workflow that will create a "Projects" record for each "project type" selected in the property.  So, for example, if 3 of the "project types" are selected, 3 "Projects" records are created - 1 for each type. 

If I use an if/then branch, the workflow stops after the first "project type." If I use a values equals branch that creates a branch for each value of the "project types" property, the workflow runs but does't create the "Projects" records  - it looks like it skips over all the "types" and goes to the last branch (sends an internal email to me if the records weren't created). I'm stuck - any insights on how to accomplish this?

[Jenny26]

Thank you, Jacob! I created a separate workflow for each type and that seems to be working great. I appreciate your help very much!

[jolle]

So glad to hear, and happy to help!!

[jolle · Accepted solution]

Hey @Jenny26, thanks for reaching out! I don't have a ton of experience with custom objects, but I'll tery to help as best I can!

I feel like this may require a separate workflow for each "Project Type" value. That would look like:

• Deal Workflow 1
  • Enrollment criteria = "Project Type" contains any of "Project Type Value 1"
  • Create "Projects" record
• Deal Workflow 2
  • Enrollment criteria = "Project Type" contains any of "Project Type Value 2"
  • Create "Projects" record

The challenge is that there are a ton of potential value combinations for "Project Type" (especially depending on the number of multi-select options), so it would be difficult to build a workflow that accounts for each combination in its own branch. 

You'll also be able to clone the workflow for each "Project Type" value and update the enrollment criteria/record create details, so that should save you some time.

Hope this helps!!