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How to make Workflows to Schedule a phone call on the customer record

edited Jun 5, 2023 9:15PM in CRM 4 comments


I have created a save search to get the last completed phone call for the sales rep. Then I created a workflow to auto schedule a phone call, the problem is when the phone call gets schedule the owner shows -system- instead the field that I am selecting. Somebody knows how to force to do that?

here is my workflow:

on this last image I selected different options on the Selection tab, Join and Value even the formula..

After running the workflow I see the schedule phone call is schedule, but the Owner is set for -System-

I look at the workflow logs at the Workflow History under the Systems information tab, I see the correct ID for the user that I want to set, but for some reason it's not doing it.

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