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Workflow problem
I have a workflow(Record Type:customer) that checks if a customer/lead has placed an order (a saved search does the check) and if so sets a custom field = true.
However when a customer places an order via the web the customer is created first, then after record submit it is still a lead and not a customer, so the logic fails. In the workflow I have set the checkbox "do not exit workflow" in the hope that when the order is processed a few seconds later the saved search result would change and the workflow would do its job and set the field. The bad news is it does not trigger the workflow to run even though it is in the do not exit state.
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