FAQ: Why aren't Automations firing?
Answer: Automations are complex and may not fire for a number of reasons.
1. Is the automation set up correctly? Please ensure that you have set the parameters correctly on the automation.
2. Were the conditions correctly met when you expected the automation to fire? All parameters must be met for the automation to fire. If they were not, due to a user update or an extension, the trigger will not fire. To review this on a record, go to the record's activity page and update the filter to review the audit trail. This will show you all updates to fields and you will be able to see if the parameters were all met within a time window to initiate the trigger.
3. Was it a skip task trigger? If so, have you deleted a task from the workflow recently? If a task that is included in a skip task trigger is deleted, the entire trigger will not fire. It is best to remove the task from the trigger before deleting it. If the deletion has already occurred, you will need to delete the trigger and create a new one.
4. Were the parameters met before the trigger was in place? Most triggers will fire only the first time that the parameters are met. So for example, if the automation is set to fire when a text field is known, and it currently has information in that field, the trigger will not fire. You will need to update the field to remove the information, save the record, then edit it again with the information.
5. Automations cannot be triggered from extensions. Ensure that the parameters are not being met via an extension (such as a chance to win dropdown field update).
NOTE: There are a few triggers that do not function as described above. To learn more about these trigger nuances, click here.