Hi All,
I am an administrator for a company and I have been asked to create a workflow for them.
I created 2 workflows using SharePoint designer 2013. The 2010 workflow works as expected.
I created the 2013 workflow because I can use loops. However the 2013 workflow doesn't automatically start when an item is created. but works if I start it manually. I have checked and made sure that the check box is ticked for the workflow to start automatically.
The workflows go like this.
Step: Query Type
If Current Item:Query_Type equals Phone
Set Status to Opportunity
Else
If Current Item:Query_Type equals Email
Email Current Item:Sales_Rep2
Pause for 0 days, 0 hours, 15 minutes
If Current Item:Follow_Up equals No
Email Current Item:Sales_Rep2
Step: Rental or Not
If Current Item:Rental equals Yes
Email Current Item:Sales_Rep2
Pause for 0 days, 1 hours, 0 minutes
If Current Item:Quote_Sent equals No
Email Current Item:Sales_Rep2
Else
If Current Item:Rental equals No
Email Current Item:Sales_Rep2
Pause until Current Item:Date to Send Quote
Email Current Item:Sales_Rep2
And the 2013 one goes like this
Stage:Follow Up
Loop: Email to manager
The contents of this loop will run repeatedly while: Current Item:Follow_Up equals No
Pause for 0 days, 1 hours, 0 minutes
If Current Item:Follow_Up equals No
Email Current Item:Manager
If Current Item:Follow_Up equals Yes
Set Status to Opportunity
Transition to stage
Go to Rental or Not
Stage:Rental or Not
Loop: Escalation
The contents of this loop will run repeatedly while: Current Item:Quote_Sent equals No
Pause for 2 days, 0 hours, 0 minutes
If Current Item:Quote_Sent equals No
Email Current Item:Manager
Loop: Escalation
The contents of this loop will run repeatedly while: Current Item:Quote_Sent equals No
Pause for 7 days, 0 hours, 0 minutes
If Current Item:Quote_Sent equals No
and Current Item:Date to Send Quote is greater than Current Item:Date to Send Quote
Email Current Item:Manager
Transition to stage
Go to End of Workflow
If this makes sense? If not can anybody give me advice on how to get this working the way it is expected to work?