Configuration Issues

If your Process is configured incorrectly and the Process encounters an error, the Process workflow still submits data changes and may create or alter records. Contact your SPoCs for questions or concerns with configuration settings or issues.

Filtered Pages

If you have a filtered page, remember that workflow processes are table-specific. The workflow Process must be on the table that users use to create records for the process to fire.

If you create records outside of the Platform (in the portal, for example), the workflow process always uses the generic, unfiltered page.

Read-Only Fields

Any fields that begin with an underscore are read-only in the Platform. This includes hidden fields, which begin with a double-underscore. You can update read-only fields using Processes, but you can't directly edit them. Since you can't edit them directly, you can't use them as Trigger Fields.

Responding to Missing Data

Responding to missing information requires special handling, such as a stored procedure to check for complex data relationships and a SQL agent job to run the stored procedure on a set schedule. If this is what you're looking for, you may want to contact Professional Services to talk through your project.