🔧 Appendix C: Troubleshooting Guide
Common workflow issues and their solutions.
Common Issues & Solutions
❌ Problem: Workflow not initiating
Workflow doesn't run when expected on record
✅ Solutions:
- Check Release Status is set to "Released" (not "Testing")
- Verify Initiate On trigger matches your action (Create/Edit/View)
- Check workflow initiation conditions evaluate to TRUE
- Confirm user has permissions to the record type
- Look for conflicting workflows that may be preventing execution
❌ Problem: Action not executing
Action configured but not running
✅ Solutions:
- Check action conditions evaluate to TRUE
- Verify trigger type matches the event (client vs. server)
- Confirm action is supported on the selected trigger
- Check workflow execution log for error messages
- Enable logging if not already enabled
Reading Execution Logs
The workflow execution log is your best troubleshooting tool. Access it from: Record > Workflow History > View Log
Log Entry Components:
- Timestamp: When the event occurred (uses your time zone preference)
- Trigger: Which trigger caused the action to execute
- State: Which workflow state the record was in
- Action: What action was executed (or attempted)
- Result: Success or error message
- Field IDs: Internal field identifiers (requires Show Internal IDs preference)