[SererraMike]

I’m trying to fire a workflow upon create of a custom record. The custom record is being created via a user event script. I’ve set the workflow to run on create, on all contexts, and I’ve even removed all conditions for testing. When the record is created, I see not workflow history, so it’s not even that the flow is failing, the record isn’t even being considered. Anything I could look at to see what’s happening here?

Thanks,

Mike
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[k_dunc]

Hi Mike,

You could initiate (call) your Workflow from your script if that helps? You could also run a Scheduled Workflow based on a Saved Search perhaps – i.e., look at all new records created ‘whenever’. That may also work for you – though that would depend on how ‘time-based / time-critical’ your Workflow tasks are (i.e., if your Custom Record does not need to be updated straight after creation, then this may be a viable alternative for you).

[SererraMike]

Hi Kirk,

Thanks. I ended up having my developer call the workflow as you suggested. All documentation I found says it should work without doing that, so I’m still curious as to what’s happening, but this will work for me here. Thanks.

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