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Snard Task creation for lead based on Campaign Member status
Hi,
I am trying to use a workflow rule to create a task which is associated to the lead for a Campaign Member, when the status of the Campaign Member becomes a certain value (e.g. "Qualified"). I have created a workflow rule on the Lead object, picked "Lead: Campaign Member Status" for the rule criteria field, set appropriate conditions (Starts With 'Qualified'), and picked a "create task" action. However, the rule never seems to execute when the Campaign Member status changes to the specified value. (i.e. a task is not created) For now I have set the workflow rule to "Every time a record is created or edited" for now, although I will eventually change it to "When a record is created, or when a record is edited and did not previously meet the rule criteria".
Should the "Lead: Campaign Member Status" field work for this? If I change the criteria to a field which is directly on the Lead object, the task creation takes place, so I know the other settings for the rule are correct.
Many thanks in advance,
Mike Shawaluk
We have the same problem