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Syed Hussain Raza Changing a workflow rule
As an user of the "Customer At Risk Flag", we need to logic on the flag set to Customer At Risk when ANY records are still Open on Account and not just the last record status. Please see notes from development below for current configuration.
Notes from developer logic review.
It seems that there is a workflow rule that sets the flag to green when the Customer at Risk Status is Resolved, Partial Disconnect, or Full Account Disconnect. There is another workflow that sets the flag to red if the Customer at Risk Status is Open. However, this workflow sets the at-risk status based on the latest at risk-customer and doesn't factor in the previous customers.
Production ticket example for testing:
Hi there, for Customer at Risk flag we have a scenario where there are 3 At Risk records on the Account. One of the records has been changed to Full Account Disconnect, and the other two are still Open. The At Risk flag has now reset to green, instead of red exclamation mark. Can you take a look as we are under the impression that as long as there is an Open At Risk record the red exclamation flag on the account will still be there.
Notes from developer logic review.
It seems that there is a workflow rule that sets the flag to green when the Customer at Risk Status is Resolved, Partial Disconnect, or Full Account Disconnect. There is another workflow that sets the flag to red if the Customer at Risk Status is Open. However, this workflow sets the at-risk status based on the latest at risk-customer and doesn't factor in the previous customers.
Production ticket example for testing:
Hi there, for Customer at Risk flag we have a scenario where there are 3 At Risk records on the Account. One of the records has been changed to Full Account Disconnect, and the other two are still Open. The At Risk flag has now reset to green, instead of red exclamation mark. Can you take a look as we are under the impression that as long as there is an Open At Risk record the red exclamation flag on the account will still be there.