CRM On Demand - Administration (MOSC)

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Activity Creation Workflow

edited Jul 28, 2015 10:20AM in CRM On Demand - Administration (MOSC) 1 commentAnswered ✓

Hello,


This should be so simple but for some reason it isn't working. All I want to do is have a notification sent to myself when someone saves an Activity for the Type = Contract Request Form. I have created the Type for selection.

My workflow is Active

Rectory Type = Activity

Record Type = Trigger Event

Order = 1

Condition = [<Type>]="Contract Request Form"    ( I've also tried [<Type>]= "Contract Request Form" and [<Type>]= 'Contract Request Form')

My Action is a Notification - simply an email to myself that someone has saved this type of activity.


No matter what I try I can't get this to work. I've turned off all my other Activity workflows, changed the order around, created a wait step... Does someone know why this wouldn't just simply send me the email notification?

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