SAP Knowledge Base Article - Public

3369457 - Workflow Didn't Work For (Trigger Action - Assign Leads Using Rules)

Symptom

You have noticed that since release 2308, your workflow for leads no longer works, which sets the lead responsible based on the lead assignment rules.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Sales work center
  2. Go to Leads and open any
  3. Observe: Owner shows blank
  4. The Owner is not getting determined from Release 2308, the workflow no longer works (Trigger Action - Assign Leads Using Rules)

 

Cause

Usually a party role should only be determined when the respective determination step for the party is active
This means if a party determination step “Use Rules for Lead Assignment” is not selected for a respective party the party should not be determined via workflow also. 

Resolution

To get this working you do not have to activate the distribution rules. You have to navigate to:

  1. Go to the Business Configuration
  2. Open activities for Leads 
  3. Maintain Involved Parties 
  4. Maintain determination step for Use Rules for Lead Assignment is checked for corresponding parties.

    This is valid as from the current release 2308.

See Also

Configure Automatic Lead Routing Triggers

Keywords

Trigger Action; workflow , Leads, rules, Assign leads Using Rules , KBA , LOD-CRM-LM , Lead Management , Problem

Product

SAP Cloud for Customer core applications 2308