You’re offline. This is a read only version of the page.
Hello
I have a simple business flow that creates an invoice out of an opportunity that has 5 stages. It used to work perfect, but then at some point in testing things, I found that when I go from step 4 (entity: opportunity) to step 5 (entity: invoice) I lose the business flow process header completely :O
When I click "Next" stage to the right, a menu appears asking to whether select a linked invoice or create a new one (+ sign). When I click the + button, I used to have the new invoice form opening but with some of the opportunity's information filled it.
Now the BFP header disappears.
Things I did:
- Deactivate/Activate process
- Check security roles, everyone has access to it...
Anything else ? Using CRM 2016.
*This post is locked for comments
I have the same question (0)
This is weird. By default, the roles selected for a BFP are System Administrator and System Customizer. If I say everyone has access to this BFP, this is when the header disappears when switching from invoice to opportunity. If I go back and re-select only System Administrator and System Customizer roles as having access to it, the header still disappears going from opportunity to invoice...
If I save a copy of the workflow and use the copy, it'll work again. But if I delete the workflow that was used to create the copy, it stops working... header disappears.
Share
Report
All responses (
Answers (
4
