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Unable to create New Item 'Manager' action for Rule Trigger Type 'CreateOrUpdate'

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.

Matt Answered

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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.  

Ariel Rak 0 votes
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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. 

Darren 0 votes
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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.

Matt 0 votes
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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.

 

Roland Pumputis 0 votes
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