Workflows are not working, what to do?

[andreasbalzer2]

Hi,
I created a workflow to send an email with a template and create two tasks as soon as a new opportunity has been created. Unluckily it doesn't work. No email is sent, no taks are created. What could cause such an error?
Execution Occurs: When record saved Status: Active
Target Module: Opportunities Applies to: New Records Only
Processing Order: Alerts then Actions

[sugarcane]

Hi andreas,

can you please provide more information? what are the exact conditions you set for this workflow? Then, what are the exact steps you used to create the opportunity?

For the email, the system outbound email settings must be populated, as well as the email address of the person who is supposed to receive the email.

[andreasbalzer2]

Sorry that it took me so long to respond. Here's my configuration of the opportunity workflow. It should send an email and create two tasks as soon as an opportunity is created. However: nothing is done by sugar :-/ E-Mail settings are set up and work. (E-Mail module works)

Workflow A:
Execution Occurs: When record saved
Target Module: Opportunities
Processing Order: Alert then Actions
Status: Active
Applies to: New records only

Conditions:
none

Alerts:
B
Alert Type: Email
Source Type: Custom Template
Custom Template: C

Actions:
D:
Modify the field: Subject -> Blabla
Modify the field: Description -> Blabla
Modify the field: Assigned User ID -> assigned_user_id
Modify the field: Status -> Not Started
Modify the field: Due Date -> 4 hours from Triggered Date
Modify the field: Start Date -> 0 hours from Triggered Date
Modify the field: Priority -> High

E:
Modify the field: Subject -> BlaBla
Modify the field: Description -> BlaBla
Modify the field: Assigned User Id -> assigned_user_id
Modify the field: Status -> Not Started
Modify the field: Priority -> High


Templates:
C:
Name: BlaBla
Description: BlaBla
From Name:BlaBla
Target Module: Opportunities
Subject: A new opportunity has been created ({::future::Opportunities::account_name::})
Body: Hi,

this is an automated message. Please don't respond.

A new opportunity has been created by {::future::Opportunities::assigned_user_name::} called {::future::Opportunities::name::} with the customer {::future::Opportunities::account_name::}.


From Address: BlaBla



Workflow Sequence: Opportunities: A

[kbrill]

Check your Admin->Email Settings page and make sure your server settings are right. Also make sure "Notifications on?" is checked.

[andreasbalzer2]

Hi,
notifications was already enabled and the email settings are all fine (as the Email module works nicely). However the workflows still don't work.

[kbrill]

Edit your php.ini file and make it so that it logs all errors to a log file. Instructions on how to do this should be in the file, if not then they are all over the internet.

Then restart your server and delete the sugarcrm.log file.

then do something that should send out an email

then zip up the sugarcrm.log file and the php error log file and send them to me.

[wynn]

I think you should set a condition first.
Such as "When target module changes"
The workflow will write to custom folders, only after you set a condition/trigger.

you can try if it is OK now.

Sorry that it took me so long to respond. Here's my configuration of the opportunity workflow. It should send an email and create two tasks as soon as an opportunity is created. However: nothing is done by sugar :-/ E-Mail settings are set up and work. (E-Mail module works)

Workflow A:
Execution Occurs: When record saved
Target Module: Opportunities
Processing Order: Alert then Actions
Status: Active
Applies to: New records only

Conditions:
none

Alerts:
B
Alert Type: Email
Source Type: Custom Template
Custom Template: C

Actions:
D:
Modify the field: Subject -> Blabla
Modify the field: Description -> Blabla
Modify the field: Assigned User ID -> assigned_user_id
Modify the field: Status -> Not Started
Modify the field: Due Date -> 4 hours from Triggered Date
Modify the field: Start Date -> 0 hours from Triggered Date
Modify the field: Priority -> High

E:
Modify the field: Subject -> BlaBla
Modify the field: Description -> BlaBla
Modify the field: Assigned User Id -> assigned_user_id
Modify the field: Status -> Not Started
Modify the field: Priority -> High


Templates:
C:
Name: BlaBla
Description: BlaBla
From Name:BlaBla
Target Module: Opportunities
Subject: A new opportunity has been created ({::future::Opportunities::account_name::})
Body: Hi,

this is an automated message. Please don't respond.

A new opportunity has been created by {::future::Opportunities::assigned_user_name::} called {::future::Opportunities::name::} with the customer {::future::Opportunities::account_name::}.


From Address: BlaBla



Workflow Sequence: Opportunities: A

[andreasbalzer2]

Hi,
thank you so much! It works after I set up the condition you described

I think you should set a condition first.
Such as "When target module changes"
The workflow will write to custom folders, only after you set a condition/trigger.

you can try if it is OK now.