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Finance | Project Operations, Human Resources, ...
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Collections Process Setup: Business document activity template

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Hi
 
I'm setting up the collection process and mistakenly clicked OK instead of Save on the Business document activity template, now I have a recurring error pop up and I cannot access the table to amend the activity template name.
 
When I set the Process details line to activity I had the option to add a new Business document activity template details via a new pop up, I was reviewing the page and clicked OK instead of cancel and it created a record without an Activity template name. Now it won't let me access this page to amend or delete. Thanks in advance for any assistance.
 
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    t4m7 Profile Picture
    61 on at
    If you can, try to click the "New" in the "Business document activity template details" area, to make a new one, and this time name it.

    Also, if i recreate this in my system, with sysadmin permissions, i can also click the "View Activity templates" link right next to "New" 
     
    When i do, i get a sidebar form that would let me delete the one without a TemplateName.
    -----------------
    The other possibly longer way around might be to try to use power automate to interact with the CustAutomationActivityTemplate Entity, or you could try making it visible as a virtual Entity, but again, either of those will require permissions to do so...

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