Thread linking to incorrect opportunity when there are 2 active opportunities.
Hi,
I created 2 opportunities for a client - one an ad-hoc workflow and the second - a review workflow. I worked through the tasks via the ad-hoc opportunity however when I got to the implementation thread, it had linked incorrectly to the review thread which had not been commenced (no tasks completed), not the opp I had been working through. I was able to unlink it from the case connected to the review opp and link it to the case connected to the ad-hoc opp however I don't understand why it happened in the first place and how to ensure that in situations where there are 2 active opps, the threads link to the correct one.
Oh I agreee with rainier.reyes! That's a tricky one to try and diagnose, in this forum michelle.tarr - it's likely happening due a specific setting or the way your workflow is set up behind the scenes. In this instance, you are best raising a query via Iress Connect with the support team. - they will be able to take a look at your specific example and troubleshoot your specific use case.
💡We've also just released a brand new guide on Workflows in Xplan. If you build your own workflows, this guide will be super useful on helping you understand how it all comes together! Take a look at the Workflow Starter Kit and let me know what you think!
2 Replies
- courtney.youngblutt
Iress Contributor
Oh I agreee with rainier.reyes! That's a tricky one to try and diagnose, in this forum michelle.tarr - it's likely happening due a specific setting or the way your workflow is set up behind the scenes. In this instance, you are best raising a query via Iress Connect with the support team. - they will be able to take a look at your specific example and troubleshoot your specific use case.
💡We've also just released a brand new guide on Workflows in Xplan. If you build your own workflows, this guide will be super useful on helping you understand how it all comes together! Take a look at the Workflow Starter Kit and let me know what you think!
- rainier.reyes
Advisely Team
Thanks for your post michelle.tarr! I wonder if anyone in the community has any ideas?
For more immediate assistance, I also recommend submitting a support ticket through Iress Connect here.
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