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Customer experience | Sales, Customer Insights,...
Suggested Answer

Error Message when creating a quote from Account

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Posted on by 75

Hi,

When I have an account selected and then try to create a quote from the Quote Associated View

                         6622.Capture2.JPG

I get the following message : Please make sure that all the field requirements are met

                        7610.Capture1.JPG

What fileld causing this behaviour? How can I troubleshoot to fix this issue.

Thans

I have the same question (0)
  • Suggested answer
    ACECORP Profile Picture
    1,589 on at

    I am assuming default Price List or one of the other required fields are not populated with data.

    If you expose all the fields, you can use the following JavaScript OnLoad to display the fields that are required.

    function getRequiredFields(executionContext) {
    var formContext = executionContext.getFormContext();
    debugger;
    var count = 0;
    formContext.data.entity.attributes.forEach(function (attribute, index) {
    if (attribute.getRequiredLevel() == "required") {
    alert("FieldName: " + attribute.getName() + " is a Required Field.");
    debugger;
    var attributename = attribute.getName();
    formContext.getAttribute(attributename).setRequiredLevel("none");
    formContext.getAttribute(attributename).setSubmitMode("always");
    count = count + 1;
    }
    });
    alert(count);
    }

  • nickmang Profile Picture
    75 on at

    Hi Thanks for your response,

    I copied and pasted the code from above, i do not see the onload as you mentioned.

    Any help is greatly appreciated

    6607.Capture1.JPG

    Thanks in advance

  • nickmang Profile Picture
    75 on at

    Hi,

    I found the Form Properties.

    but do not get any information and still get the pop-up message.

    8204.Capture2.JPG

    Thanks

  • gisiquei Profile Picture
    Microsoft Employee on at

    HI there,

    The best approach I would suggest is turn on some network traces to get the details of failure, there you will be able to confirm the missing fields.

    Developer tool from browsers, Network option is great for it.

    In addition to that, I would suggest to :

    - Test other forms if the failure happens

    - On form editor, expose all the hidden fields and check which one is mandatory but not filled.

    -Disable all custom javascript codes from all forms

    -Evaluate a trial creation, so you can compare what is native and what is missing

  • ACECORP Profile Picture
    1,589 on at

    Make sure the function is set up in the form handler as shown below.

    Screen-Shot-2021_2D00_10_2D00_28-at-11.31.31-PM.png

    You can also open the web debugger to watch the code execute real time in an attempt to zoom in on the issue. 

    Screen-Shot-2021_2D00_10_2D00_28-at-11.37.43-PM.png

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