Tips, Tricks & Best Practices

Karion
Member

Workflow not create owner

SOLVE

Hello, below I send screenshots of my workflow, it should install the owner when the city or regions match in a new contact, but from time to time there are users whose regions match those specified, but workflow does not add the owner. Help me find the reason

Karion_0-1738759381816.pngKarion_1-1738759411535.png

When I try to run a test with a contact that has not had an owner added, I just get the response doesn't meet the enrollment trigger and would not enroll in the workflow

Karion_2-1738759517538.png

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow not create owner

SOLVE

@Karion no, not what I'm referring to, the left sidebar of the enrollment criteria settings has a test feature at the very top. When you test your record against the criteria, what is the result?

 

karstenkoehler_0-1739868764347.png

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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5 Replies 5
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Workflow not create owner

SOLVE

Hi @Karion,

 

It looks like your test contact simply doesn't meet the enrollment criteria – specifically, that they do not have one of the specified countries in the filter. Have you checked for this contact which value they have in their country field?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Karion
Member

Workflow not create owner

SOLVE

The required regions are present, please provide screenshots now.
Submitted form

Karion_0-1739860811933.png
Workflow settings:

Karion_1-1739860943661.png

 

 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Workflow not create owner

SOLVE

@Karion the left sidebar of the enrollment criteria settings has a test feature at the very top. When you test your record against the criteria, what is the result?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
Karion
Member

Workflow not create owner

SOLVE

Is this what you mean?

Karion_0-1739868573072.png

If yes, then I just get this answer

Karion_1-1739868663280.png

 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow not create owner

SOLVE

@Karion no, not what I'm referring to, the left sidebar of the enrollment criteria settings has a test feature at the very top. When you test your record against the criteria, what is the result?

 

karstenkoehler_0-1739868764347.png

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.