User created a Workflow containing a Transform Record action to transform a Customer record into a Vendor record.
When the Customer record is saved the following error is received: Failed to create or assign a workflow instance for record. (Workflow type = 2, Record type = -3, Record key = 1234).
Note: Workflow type and Record key are just sample numbers
Solution
A common cause for this error is because the Workflow is trying to modify fields that are locked by a Bundle.
- Go to Scripting > Scripted Records and look for the Vendor record
- Click View
- Go to the Workflow tab and check the Workflows deployed for the Vendor record
- Check if any of the Workflows deployed on the Vendor record have fields that belongs to a locked Bundle that are being modified via Set Field Action
- If yes, Edit the Workflow Settings and set EXECUTE AS ADMIN = True
- Click Save