I'm working on creating some custom workflows within Dynamics 2013 CRM. I thought I had the process all figured out, and created a workflow that when viewed seems to make logical sense. However, it does not produce the desired result.
Here's what I'm trying to do:
The Opportunity has a custom field that is "looking for" a specific model of item. That is a lookup field against a separate entity "Model". Then, in the products entities, I have a field called "model" that is a lookup against the same entity list (so the values should match). My workflow (which as this point can be run manually on each product in the system) is supposed to detect when there is a match between what any opportunity is "looking for" and the "model" of the product. If there is a match, it is supposed to create a new record "match" that will include several fields detailing both the product and the opportunity that created the match.
The workflow claims to run successfully, however no "match" record is ever created. I've simplified the workflow to simply create a "match" with the name "test", but I still have no success. I'm suspecting that I did not set up the relationship between these fields correctly, but I don't know how to troubleshoot that, nor how I should have set it up, and I cannot find any instructions to assist with this process. I'm hoping someone else has had more experience with this than I have and can point me in the right direction and help me get this workflow working.