My team is attempting to customize a single workflow for two potential scenarios:
1. The contract is associated with our parent company
2. The contract is associated with one of our subsidiaries
We want the record display name to show one or the other, but not both. There has to be at least one of them there to differentiate between various contracts with the same counterparty. We recently attempted the following Record Display Name configuration: [Parent Company Name] [Subsidiary Name] - Counterparty Name - [Record Type]. This was in tandem with launch form questions/conditions asking the workflow owner to specify whether the contract was associated with our parent company or a subsidiary.
While testing this configuration in the sandbox, we discovered that it will allow a user to enter our parent company name and load the workflow without any issues. However, when a subsidiary is entered instead, the workflow will not load and get the following message: "unknown error occurred." It seems unnecessarily complex to create two separate workflows with such a small difference.
Has anyone else run into this issue? Any ideas?
