I am trying to create an automated task, depending on the department/deal in the opportunity will go to the correct person.
I tried to use tags as my defining trigger but for some reason that did not work.
I set it it as follows:
Trigger: When a specific field is updated on an opportunity
Stage: when it equals standard X
Pipeline: equals standard Y
Tags: equals standard Z
All of the conditions are met (AND)
Name: Use Formula CONCAT(name, ': Review Candidate Details')
Activity Type: Standard To Do
Owner: Standard (Me)
Description Standard Review Candidate
(If this above would have worked, I would have created workflow automation with the next tag for the next person), however, when testing, i did not receive any tasks. Where am i going wrong?