I have a CRM system with a professional suite license and am trying to set up
a number of work flow rules. I can apparently create the rules and workflow
manager shows they are created and active. I can create the opportunities on
which the workflows depend at which point nothing happens. CRM just behaves
as though workflows do not exist. I remember doing this on the CRM
customisation course when it seemed to work (albeit rather tempermentally)
but when I try it in the office there is no effect whatsoever.
I currently have rule something like
Object : Opportunity View : Rule
Name Description Event Status
Test test Create Active
And the rule is;
When opportunity is created
Task : test
Where the task is to create an activity which is due immediately. However
when I create the opportunity there is no evidence that the workflow exists,
i.e. no activities, no tasks, nothing in workflow manager or monitor.
Any suggestions as to what I am missing?