Workflows

Why did my workflow action fail to copy the value of an enumeration property?

Last updated: December 13, 2016

Available For:

Marketing: Pro, Enterprise
Sales: N/A

The Workflows tool gives you the ability to copy your contacts' stored property values from a source contact or company property to a target contact or company property. When you set up your workflow action to "copy a contact/company property value" and you are using enumeration properties (these are property types with predefined options, including: dropdown select, radio select, and multiple checkboxes), the Workflows app will show a warning message if the target and source property have mismatched values in their property options.

 

When using enumeration properties in the "copy a contact/company property value" workflow action, you must ensure that the internal values for the property options of the target property (the property you are copying to), match the values that contact may have in the source property (the property you are copying from). If a contact has a value that does not match one of the internal values of the target property, the workflow action will fail because that value is not an option in the target property. 

In the following example, we are copying the contact property "Favorite Pie" into the company property "Favorite Pie". Below are the different property options for the contact and company property:

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  1. If the contact enrolled in the workflow has the contact property value "Apple", the workflow action will execute successfully because the target company property has an option with a matching internal value, "Apple".
  2. If the contact enrolled in the workflow has the contact property value "Cherry", the workflow action will fail because the target company property does not have any property options with a matching value.
  3. If the contact enrolled in the workflow has the contact property value "Strawberry", the workflow action will fail because the target company property does not have any property options with a matching value.
    • Even though the target company property has an option with a label of "Strawberry", the workflow action uses the internal value, which is "Strawberry Rhubarb". Because the value in the source property, "Strawberry", does not match any of the values in the target property, passing "Strawberry" is an invalid option and the action will fail.

If you are experiencing your workflow actions failing as a result of this error from invalid options, check your target property to ensure that all of the property options of the source property are also present in the target property.