Lead Qualification not working

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Lead qualification button is working only from the lead list page, but not from the form. tried creating new form and filling all mandatory information

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Aadarsh Sankarlinkam 115 on at

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RE: Lead Qualification not working

Hello there,

Could you please elaborate on this? Is there any customization? Or is it the OOB entity?

If it the OOB Lead entity, the required fields are last name and topic. Once you add data to those fields and save, it is possible to qualify the lead.

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Deeps 1,875 on at

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RE: Lead Qualification not working

If you provide company name and then try to qualify then it would work.

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Mithilesh Kumar 10,047 on at

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RE: Lead Qualification not working

Hi Oona,

I would then suggest you to use Ribbon Workbench to investigate the Qualify Button on Lead Entity.

You can download the tool from HERE

Thanks

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Community Member on at

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RE: Lead Qualification not working

There was some customization, but now i have removed it but still it is not working. Dont know what customization is still left

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Community Member on at

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RE: Lead Qualification not working

There are some customization's which i have removed but still unable to get it work.

I have tried after filling all fields but not working

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Mithilesh Kumar 10,047 on at

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RE: Lead Qualification not working

Mudassar,

May I know what the Customization was?

Also, have you tried Ribbon Workbench to investigate the Qualify Button in Lead Entity.

What do you mean by not working, does it give any error? If yes, please post the log.

Hope that helps

Thanks

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Aadarsh Sankarlinkam 115 on at

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RE: Lead Qualification not working

by not working, does it not do anything or are you experiencing an error?

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Community Member on at

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RE: Lead Qualification not working

The customization were new javascripts to enable and disable certain controls on the lead form, some other UI based changes. Can i revert back to original lead entity?

This doesn't give any error but infact the button do nothing. I have tried to use the ribbon workbench it gives some weird error when i try to publish the lead entity

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Community Member on at

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RE: Lead Qualification not working

This is the error i got when publishing the Ribbon

Reasons:

1:The import file is invalid. XSD validation failed with the following error: 'The 'distinct' attribute is not declared.'. The validation failed at: '...cc7a-a007-412e-a011-fcc38a62ca01" enabled="true"><dependencies /></Handler></InternalHandlers></event></events><formLibraries><Library name="msdyn_/ActivityFeeds.Form.js" libraryUniqueId="{4181da4c-6d13-ba3c-c859-be404e4ee2e3}" /></formLibraries></form><LocalizedNames><LocalizedName description="Information" languagecode="1033" /></LocalizedNames><Descriptions><Description description="A form for this entity." languagecode="1033" /></Descriptions></systemform></forms></FormXml><Visualizations><visualization><savedqueryvisualizationid>{76149374-EDBB-E311-814D-6C3BE5A85114}</savedqueryvisualizationid><datadescription><datadefinition><fetchcollection><fetch mapping="logical" aggregate="true"><entity name="systemuser"><attribute name="systemuserid" groupby="true" alias="User" /><link-entity name="lead" from="owninguser" to="systemuserid" link-type="outer"><link-entity name="lead" from="leadid" to="leadid" link-type="outer"><attribute alias="OpenLeads" name="leadid" aggregate="countcolumn" <<<<<ERROR LOCATION>>>>> distinct="true" /><filter type="and"><condition attribute="statecode" operator="eq" value="0" /></filter></link-entity></link-entity><link-entity name="opportunity" from="owninguser" to="systemuserid" link-type="outer"><link-entity name="opportunity" from="opportunityid" to="opportunityid" link-type="outer"><attribute alias="OpenOpportunities" name="opportunityid" aggregate="countcolumn" distinct="true" /><filter type="and"><condition attribute="statecode" operator="eq" value="0" /></filter></link-entity></link-entity><link-entity name="account" from="owninguser" to="systemuserid" link-type="outer"><link-entity name="account" from="accountid" to="accountid" link-type="outer"><attribute alias="Accounts" name="accountid" aggregate="countcolumn" distinct="true" /><filter type="and"><condition attribute="statecode" operator="eq" value="0" /></filter></link-entity></link-entity><link-entity name="contact" from="owninguser" to="systemuserid" link-type="outer"><link-entity name="contact" from...'."

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Mithilesh Kumar 10,047 on at

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RE: Lead Qualification not working

Mudassar,

The Ribbon XML is faulty, you need to use Ribbon Workbench to see where the issue is. Make a new Solution and just add you Lead Entity to it.

Use Ribbon Workbench to Launch the Solution and investigate for the Qualify button.

Also, you can bring in your Lead Entity from the Vanilla CRM Organization, if you really want to replace it.

You can use the Online Trial for that. Make a Solution and add the Lead Entity without dependencies. Export as Unmanaged Solution and then import it to your Organization then publish the Solution.

In this way you can get back your original Lead Entity (you will loose all your customizations).

Hope that helps

Thanks

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