Workflow Rules: How to notify a user on an unsuccessful outcomes of rule
When a workflow rule is triggered, the outcome of this is logged in the Workflow Rules Log. There are some scenarios where a workflow rules is unsuccessful, and some action is needed to either manually change the record workflow, correct an out of date rule, or turn on the workflow for that module.
For example a workflow rule cannot run as the assignee doesn’t have the correct permissions anymore to be assigned this record.
To be notified of any of these instances, you can send a notification to a selected user when one of these unsuccessful log entries is created, allowing you to rectify the issue.
To set up these to notifications, go to Settings > System Configuration > System Settings:
In System Settings section go to ‘Workflow Rules Error Notification Recipient’ to select this user:
The available list will only include users who have permission to manage workflow rules.
This email will trigger on the following unsuccessful outcomes:
- Outcome execution for rule {RULE NAME} was unsuccessful. Module or approval system is not enabled for {MODULE}.
- Resolution: enable the approval system for the module within Module Setup
- Outcome execution for rule {RULE NAME} was unsuccessful. Configured user does not have permissions to become the approver for record {MODULE} - {RECORD REF}.
- Resolution: Update the users permission to allow them to approve records for that module, or select a new approver within the rule.
- Outcome execution for rule {RULE NAME} was unsuccessful. Configured user does not have permissions to be assigned to record {MODULE} - {RECORD REF}.
- Resolution: Update the users permission to allow them to be assigned records for that module, or select a new assignee within the rule.
- Rule {RULE NAME} should have executed an outcome. The approvals process was turned off when this record was created. Record {MODULE} - {RECORD REF} will need to be manually assigned to allow outcomes to be executed.
- Resolution: Ensure the approvals process is now turned on, manually assign the record. Once the record has been manually assigned, rules will be able to run against it as normal.
- Outcome execution for rule {RULE NAME} was unsuccessful. Internal processing issue.
- Resolution: Ensure all setup for the approvals process, the workflow rule, and user permissions are correct, if the issue persists please contact the Tech Support Team.