0 Replies Latest reply on Apr 5, 2019 12:30 PM by Randy Powell

    Template updates not triggering workflows

    Randy Powell
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      I have a process builder that updates an SR linked to a CR based on changes to the CR.

       

      Example, when a CR is closed, the SR is closed.

       

      ISSUE:

      I am building an approval process for CR.  In the final rejection step, I want to cancel the CR.  In order to do that I have a CR template ("Cancel CR") with status = 'Cancelled'.

       

      I have a rejection field update, set template name = "Cancel CR".  It will cancel the CR BUT the process builder that should cancel the SR never closes the SR.

       

      Is there an issue with firing workflows when updated via template?