Symptom / Error
You may notice the following:
The BD Rep field is blank or outdated on one or more Intake Opportunity records
The workflow was previously working correctly but has stopped updating the BD Rep automatically
New or existing records with a Referral Source assigned are not being updated as expected
Cause
This issue occurs when the workflow fails to detect a field change on existing records — typically because the Referral Source field was not modified after the workflow stalled. The workflow is triggered by a change to the Referral Source field, so if that field has not been updated since the workflow stopped working, the system has nothing to act on.
Additionally, if a record has no Referral Source assigned at all, the workflow will not trigger under any circumstances.
Solution: Force the Workflow to Re-Trigger
Follow these steps for each record where the BD Rep is not populating correctly:
Open the affected Intake Opportunity record in Dazos CRM.
Remove the Referral Source from the Referral Source field and save the record. This clears the current value.
Re-assign the Referral Source by selecting the correct Referral Source again and saving the record a second time.
This triggers a field change, which causes the workflow to fire and automatically populate the BD Rep field with the owner of the assigned Referral Source.
⚠️ Important: You must save the record after removing the Referral Source before re-assigning it. Simply editing both fields in a single save may not register the field change needed to trigger the workflow.
Additional Requirement: Referral Source Must Be Populated
The BD Rep workflow requires a Referral Source to be assigned to the record in order to trigger. If a record has no Referral Source, the workflow will not fire and the BD Rep field will not populate.
✅ Confirm the record has a valid Referral Source assigned before attempting the workaround
✅ Confirm the Referral Source record itself has an owner (Assigned To) set — this is the value that populates the BD Rep field
Verification / Expected Result
After completing the steps above, the BD Rep field on the Intake Opportunity should automatically update to match the Assigned To user on the linked Referral Source record. Refresh the record to confirm the field has populated correctly.
When to Contact Support
Contact Dazos Support if:
The workaround does not resolve the issue after removing and re-assigning the Referral Source
Multiple records are affected and manual re-triggering is not practical — support can push a backend update to force records to sync
The Referral Source is assigned and has an owner, but the BD Rep field still does not populate
The workflow itself appears to be misconfigured or inactive
💡 Tip: When contacting support, provide the names or links to specific affected records and the name of the workflow so the team can investigate quickly.
Related Resources
How to Use Workflows to Bulk Update BD Rep Assignments Based on Referral Source Ownership (CRM)
How to Troubleshoot Workflows Not Triggering Due to Missing Field References (CRM)
Referral Sources FAQ: How to Bulk Assign Referral Contacts from One Rep to Another (CRM)