I've set up a workflow rule on the Contact object to change a picklist value if it's blank and the Contact owner is a certain role. However, when a lead is converted, the workflow rule doesn't fire.
I've tried toggling on and off the "Require Validation for Converted Leads" lead setting, but it doesn't seem to help.
Here's the formula for the workflow:
AND( Owner.UserRole.Name = "SDR", ISBLANK( TEXT(SDR_Active_Status__c) ) )
And the action taken is a Field Update to make
SDR_Active_Status__c = "Open" -- this update action re-evaluates workflows after completion.
SDR_Active_Status__c field is mapped to the same picklist at the lead level and seems to be the point of error. Even when the field isn't filled out at the lead level, the formula seems to fail at that part after conversion.
Any ideas why this would not work?
Upon further investigation, I found that the workflows are firing, but the Owner criteria is causing it not to trigger properly.
For example, I modified my original trigger above to be this:
And it works properly upon lead conversion. However, when that workflow fires, it updates a field and re-evaluates workflows, which should then trigger this workflow:
AND( ISPICKVAL(SDR_Active_Status__c, "Open"), OR( SDR_Status_Open_Date_Day__c = "Friday", SDR_Status_Open_Date_Day__c = "Saturday" ), OR( Owner.Alias = "rrein", Owner.Alias = "ahans", Owner.Alias = "sconn" ) )
But that doesn't work. I tried modifying it to use the
Owner.UserRole.Name = "SDR" criteria, and also tried creating a formula field that copies the role to the Contact object, but nothing worked.
If I remove any reference to the Contact owner, the workflow DOES work. Any ideas why the references to the Owner of the record would cause the workflow to not run?