Hi Doug
The workflow should only trigger when the click field on the sent email updates, so when the open occurred in relation to the click would have no effect on the workflow since that action does not update the click field.
Your workflow structure seems fine. Have you checked the workflow jobs to see if it is firing successfully and which steps it is going through? Have you also checked your sent email's audit history to see how/when CRM is updating the field? I would also like to clarify that workflows are a native CRM component, not part of ClickDimensions. As such, we do not have any control over how they function, we can only offer suggestions on how to utilize them with our product. If you check the workflow jobs and sent email audit history and don't spot anything out of the ordinary, I would recommend reaching out to Microsoft or your CRM partner if you have one in order to take a more in depth look into why the workflow isn't firing as you expect.
Unfortunately, no ClickDimensions entities other than text messages are recorded as activities. In CRM, when a custom entity is created you choose whether to make it an activity or not. Whatever is chosen when the entity is first made cannot be changed after the entity is created. Since our entities are not set as activities, they cannot retroactively be converted to activities. If you want activities recorded, you would need to set up a workflow that runs whenever x action occurs, such as the person being sent an email, then you could create a native CRM activity record, populate with some relevant data, and have that act as a placeholder for the ClickDimensions record. I wouldn't really recommend this though, because it would double the record being created whenever an email is sent out.