Hi
I have a complex business process, a deal will change owner a number of times before it ending. I change owners because there are many people involved in the process and I have to assign tasks as the deal moves forward.
The problem is when I need to change the owner and assign a task to the new owner after that happened.
This doesn't work.
The workflow rule has two actions defined
1. a function that will change the owner to the correct one depending on the stage
2. a task assignment
It seems like the task assignment happens before.
So I made it a scheduled change, but when I see the upcoming action that will generate the task it's already incorrect, so when the timer is fired it's already defined that the task will be assigned to the old owner.
I have tried to workaround this in a number of ways, for example I have a transition stage that the old owner will perform, in this stage phase the owner will change, which works fine, also in this transition stage I will do a scheduled action that is to move to the next stage again, it takes 15 minutes but it's fine, and then it should assign the task properly.
If I move between these stages manually it works, but it seems like moving on a scheduled action doesn't fire the other workflow.
I also tried using a single workflow, changing stage as an instant action and assigning the task in a scheduled action 15 minutes later.
It didn't fire either.
It doesn't help that the shortest timespan you can use is 15 minutes either because testing becomes a chore.
Is there any way I can make this work? or will I have to move my task assignments to deluge scripts?