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WPCMS Workflow Order: Related Note Copy Parent Details
I have a check box on the cases that lets A/R know to process the account via email alert. The workflow alert is triggered when the check box is true. This has worked until we found out that if anyone created a related note and copied the parent details it kept the checkbox true. So I thought to fix this I would create a workflow (separate from the email alert) to uncheck the box if the record is new.
What happened next is that the email is sent out and then the check box is unchecked.
How do I fix this? Is there a workflow order issue or do I need to somehow combine the two workflows?
Thank you in advance.