Hi - I have a custom field on Project identifying a special manager (like a sponsor). I'm having trouble on a workflow rule where I want to create a new Manager Link whenever this field changes. (I'm OK for more and more managers to be added if this field changes a several times.)
I run when the special manager is not null:
The simple Action is:
Because I want this to run repeatedly:
but get this error:
Any help would be appreciated.
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you don't need to run this on Managers. All you need is new item > Manager. Then every time the field will change, it will create a new manager link. The way you did it, it will try and create a new manager for every existing manager, when the field on the project changes.
Did you ever manage to resolve this. I have a very similar use case of a field which is an Object Reference to a User called C_LeadArchitect. I'm trying to add the C_LeadArchitect as a Resource onto the Project but get the same Error.
No. I never found a solution for this scenario.
I attempted to "Run On" just about every object I could think of (even on Organization), but no change to the error message.
Hello Matt/Chris,
For this to work, you need to set the Run Time to either "Only when a record is created" or "When a record is created, or when a record is edited and did not previously meet the rule criteria" - it will not work with "Every time a record is created or edited". Moreover, the Run On should be set to CurrentObject() instead of $Managers.
Please let me know if this works.
