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Quote Convert To Project Import Scenario

  • 15 November 2022
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NickCerri4
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Hello, Everyone - I’m trying to automate our Quote to Project process.  I’ve got the business event set up to perform an Import Scenario when a quote has been approved.  The issue I’m running into is that the import scenario for converting a quote to project isn’t resulting in a project being created.  For what it’s worth, I’ve been able to get the IS to not error out.  See the scenario below.  Any ideas?

 

 

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Best answer by NickCerri4 13 February 2024, 21:30

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manikantad18
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Hi @nickcerriIV 

There is no action call is defined in the import scenario ?

Thanks

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NickCerri4
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@manikantad18 - it’s the last line

NickCerri4
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@manikantad18 the scenario you proposed results in error.  I’ve copied the trace below
 

 

Kandy Beatty
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Hi @nickcerriIV 

 

Try this one:

 

 

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NickCerri4
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Thanks, @kbeatty21 - I’m having a real difficult time trying to open that file, though.  Screenshot?

Kandy Beatty
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Hi @nickcerriIV 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
NickCerri4
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hmm - thanks again, @kbeatty21 .  I removed all but the quote number and the <Action: Convert to Project> line Unfortunately, I’m still running into an error.  The trace seems to always be “LINQ fallback!  Consider rewriting your query.”

Kandy Beatty
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hmm - thanks again, @kbeatty21 .  I removed all but the quote number and the <Action: Convert to Project> line Unfortunately, I’m still running into an error.  The trace seems to always be “LINQ fallback!  Consider rewriting your query.”

Do you have any restrictions on the import?

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NickCerri4
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@kbeatty21 Indeed I do.  The source restrictions limit the selection to only Prepared quotes.  Logic here is that the business event should only convert projects that have been approved (approval > prepared > convert)

 

Kandy Beatty
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@kbeatty21 Indeed I do.  The source restrictions limit the selection to only Prepared quotes.  Logic here is that the business event should only convert projects that have been approved (approval > prepared > convert)

 

It may have something to do with the value. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
NickCerri4
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@kbeatty21 Tried out a few variations (=’A’, ‘A’, etc.) and the only way I can get the scenario to pull in any data is to have it simply read A (or whatever dropdown value is required).  I verified that the screen was correct by changing the scenario to perform a submit action instead - this worked just fine.  I also played around with target restrictions instead of source restrictions.  Again, no luck.  

M
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Hi there, I am having this exact issue.  Were you ever able to get it to work?

NickCerri4
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@matthewhill - I know it’s been a bit, but you won’t be able to perform this as an import scenario because it touches more than one screen.  This would probably need to be handled as a customization.  Depending on how many quotes you process daily, it would be very useful to have a processing screen that handles this.  

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