Symptom
A Workflow Rule was created to automatically derive territories for Accounts when a change is done but the Workflow is not getting triggered.
Environment
SAP Cloud for Customer
Reproducing the Issue
Steps to create Workflow:
- Go to Administrator > Workflow rules
- Click on new and set it as:
- Business Object: Account
- Timing: Scheduled
- Event: Changed On
- Condition: None
- Action: Derive territory
Now go to Customers > Accounts
- Open any Account
- Make a dummy change
- The derive territory is not triggered
Cause
No conditions have been maintained for the workflow rule.
Resolution
The Workflow Rule must be changed by adding conditions groups using the Account Owner ID (or some field that will be related to the territory). In action, use Update Field to update the Territory field with the Territory ID.
Keywords
KBA , LOD-CRM-WKF , Workflow , Problem
Product
SAP Cloud for Customer core applications all versions