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Process Author Email Notification Issue

Johannsen Quinio

We are moving away from the legacy workflow due to its coming deprecation next year. We were playing around with Process Author to replicate all our existing workflows. However we can't seem to get it to work consistently. I would say its success rate is only about 30 to 40% of the time.

We implemented even the simplest email notification workflow for this just to explore how it works. What's strange is that we noticed a warning icon when previewing the completed processes.

Does anyone know what this icon is for? Would appreciate if you can share your expertise on this.

Thanks,

  • 0

    Hello Johannsen,

    If you find that you need to hold off on using Advanced Workflow until the announced updates are delivered next year, you may want to check out Process Manager from SierraCRM. Our workflow solution is an excellent way to bridge-the-gap for your workflow needs as you wait for Advanced Workflow to receive the features that are missing today. Everything that you have been able to do in Legacy Workflow plus quite a few additional features are included in Process Manager 3.0. Check it out. We would be happy to set you up with a free 30 day trial.

    Thank You

    Bill Convis

    SierraCRM

  • 0

    Hi Johannsen,

    the error icon normally only appears when conditions for your workflow steps are not met. What does the error overview on the right side say? If you want, you can export the workflow and send me the definition file so I can have a look.

    Greets

    Mark

  • 0 in reply to Mark Willert

    Hi Mark,

    Thanks for providing some clarity on the warning icon. I will extract that information and attach it here in a bit.

    I really appreciate your help

  • 0 in reply to Mark Willert

    Hi Mark Willert,

    Here is the definition file I extracted. Note that I modified the relationship of Contacts and Cases where Cases is on the many side of the relationship. The reason being is that we want to be able to send a notification to the contact directly associated to the case.

    Thanks for the help

  • 0 in reply to Johannsen Quinio

    Hi Johannsen,

    the definition file seems to be mssing from your post. Can you put it up for download somewhere?

    Greet

    Mark

  • 0 in reply to Johannsen Quinio

    Mark Willert

    Sorry I forgot the attacment. Please see the file in this response.

    Note that I made a custom relationship between the Contacts and Cases module. I added a one-to-many relationship so that I will have direct link to a contact when looking at a case record.

    Thanks

  • 0 in reply to Johannsen Quinio

    Hi Johannsen,

    I imported your definiton file and recreated the relationship. The job ran normally without any error, and I also got no error symbol shown in the designer.

    What Sugar Version are you using? I was testing with 7.6.1. Also, you can try to remove the send notice element from your workflow and change the endpoint so it creates the email notice (just to simplify things).

    Greets,

    Mark

  • 0 in reply to Mark Willert

    Hi Mark Willert,

    Thanks for the response. I am very grateful

    I am on 7.6.1 Enterprise edition. This really boggles my mind as to why its doing this. Perhaps if I do a fresh install on another UAT this would work?

    Also, thank you for the advice regarding the notice elements.