Workflow:send email pb with related Module

Hi Thomas Tallard,

The primary issue seems to be that the contact is not receiving the email. The invalid values in the template are likely a byproduct of that symptom. To help further, please provide screenshots of the following:

• Workflow detail view
• Each workflow condition
• Each workflow alert
• Each workflow action (if applicable)
• Relationships screen in Studio for the Campaign Form module

Thanks!

Hello Chris,

Please find below 3 screenshots

Report Wizard: to show that the relationship works between contact and campaign form for the report

https://image.noelshack.com/fichiers/2019/49/4/1575535310-report.jpg 

Database content for campaign form and contact

https://image.noelshack.com/fichiers/2019/49/4/1575535308-database.jpg 

Workflow detail + email template

https://image.noelshack.com/fichiers/2019/49/4/1575535315-workflow.jpg 

The condition seems work because Thomas Tallard (specified user receive the email)

Regards,

Thomas

Hi Thomas,

The likely issue here is that you are testing against a workflow that is set to trigger when the record is saved rather than after time elapses. The KB article linked in your original post details how to configure the workflow for this scenario. Your condition based off the screenshot provided should read 'Name equals SMS API queries thomas for 0 hours'. 

The reason why time elapsed workflows are critical for this type of functionality is due to how relationships are formed in Sugar. The order of operations for your current workflow would be:

1. New Campaign Form record is saved
2. On-Save workflows are triggered
3. Relationships are saved

The reason invalid values are generated is that the on-save workflow is not aware of an existing relationship yet. Configuring a time-elapsed workflow ensures that the relationship is established when the scheduled job processes the workflow. The order of operations in this scenario would be:

1. New Campaign Form record is saved
2. Record is queued for workflow processing if field conditions are met
3. Relationships are saved
4. Scheduler runs at next interval and processes any records meeting the time-elapsed criteria

Please let me know if any issues persist after configuring the time-elapsed workflow.

Hello,

Thanks Chris, now it works well. Just one more question, the first specified duration is for 4 hours.Is it really not possible to have 15 minutes or 1 minute ?

for example : should read 'Name equals SMS API queries thomas for 1 minute'

I'm glad to hear it's working, Thomas! With regards to duration, you should have an entry for 0 hours. It is okay to set to this interval since that means it will run on the next available scheduled run. If you do not see this entry, that means the list was likely modified previsouly.

You can manually add a 0 hour (or any other time interval) entry by modifying the tselect_type_dom dropdown list via Admin > Dropdown Editor. When editing that dropdown list, the 'Item Name' should be a numeric value representing the number of seconds you want to wait on time-elapsed workflows. The 'Display Label' can be any label of your choosing. So, for a 0 hour entry, you should have:

Item Name: 0

Display Label: 0 hours

Once you save the changes to that list, any additions should be available to select when configuring time-elapsed workflows.

Hello Chris,

It's just perfect. Thanks for the asssistance.

We can close the topic.

Thanks again !

Thomas