I created the following automation but cannot get it to trigger:
I’m sure I using the correct variable names. It saves without error. I have tried a number of variations but no triggering.
Userlevel 7
+5
Hi
I suspect it’s because of the last trigger condition - for Primary Contact it looks for a record ID but what you have there creates a text name.
Also for Name - you don’t need to use GETVALUE , we have a native variable company_name .
Anyways, here’s what I recommend:
One more thing - in my testing, if I created a Person that wasn’t attached to a Company, the workflow automation did not trigger. If you haven’t already, I recommend you make Company a required field when creating a new Person.
You can do this at Settings > Customize > Manage Fields on Records > People > Record Creation Rules.
Let me know if that fixes it :)
Thanks, finally got it to work. One problem I was having is that I had the Related tab open. When I created a new contact, it would show the related tab with 0 opportunities, even though it had successfully create the opportunity. That’s a bug.
… And yes, I understand the issue with Company. I will work on that a little differently.
Userlevel 7
+5
By the way, if you ever want to talk to someone live about workflow automation, we host a weekly Q&A session. 🙂
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