Hi Guys,
I want to create a scenario to update Opportunity on Quote Revision. I have tried to achieve it via following below steps:
1. On the Opportunity record, I have created a TwoOptions field like "Quote Updated" and set it to No as default value.
2. Created a workflow on Quote entity record
3. Triggered the WF when Quote record gets updated (I have tried Modified On field as well as some other fields like Discount etc.)
4. On update of Quote record I will be updating the related Opportunity record and will update the "Quote Updated" field to "YES"
Now, what happens is that I can't get why it doesn't work. Moreover, I have also tried to some workarounds:
- Setting my workflow to On-demand from real-time. -- Both the real-time as well as on demand don't run
- Added a simple step in the workflow to Create a simple task (I just did that for debugging purpose) -- No Task record gets created
- I am also checking a condition in my WF to check if the "Quote Updated" field is set to "No" only then run the workflow. -- I also tried to remove that condition but it didn't work
I am also trying to check Process Sessions in Quote but nothing logs there.
I just want to use workflow or something else. I don't want to use plugin at this time.