Workflow: When an Account is assigned to a certain User it needs to...

[rfrancocantero]

Workflow: When an Account is assigned to a certain User it needs to automatically have a certain Collaborator

I tried this and the strange thing is that the user-id appears below (not the NAME) the Collaborators section but after a refresh it's gone?

Why is this not working?

[yuri]

You added an imperative function to the conditions section which is not a correct way to do. You need to add it to the Actions. Better, use a UI action rather than formula.

[rfrancocantero]

Hi Yuri,

This doesn't work. See attachment. I modify the Account, it triggers the workflow. The USER ID is added but after a refresh it's gone?

[yuri]

I cannot answer as it's too little input.

[rfrancocantero]

The attached file is a GIF, did you play it? I've updated an ACCOUNT and, according to the Workflow, it should add a user as Collaborator automatically but it doesn't. Instead, a random large key (it's the user_id) is being added but removed once I refresh the browser or navigate away.

[yuri]

To be able to help, one would need information on what you did, not the result. How your rule does look. What actions you added.

The rule from the first post is wrongly done.

[victor]

rfrancocantero,

Try a variant shown in the screenshot. It works as expected, I checked.

[rfrancocantero]

Hi Victor, yes it works here too! I think it was a caching issue with the browser. Thank you guys very much!