I have been using a custom workflow in our Project Quotes to put quotes that are not accepted and ultimately lost into a custom state I originally called Refused.
Now that we have CRM we have the Predefined State of Declined, but when I attempt to customize the workflow to use it instead of my custom added state, the flow can put the Quote into the Declined State, but can not change it back to a Draft state.
It results in a trace error of “The state (@Next) is not specified for this state (L) because it is not placed in a sequence.” when you attempt to move from the Declined state back to a Draft state.
Is this something that can be adjusted or fixed? or should I continue to use my custom state to mark them as Refused because we sometimes accidentally hit buttons and need to reverse course on declining a quote?
Solved
Declined State in Project Quote Workflow
Best answer by stanton69
I’m still not sure how I got this error, but I managed to resolve it by deleting the workflow and recreating a new one from a copy of the system default. So, I managed to get it fixed by starting over.
1 person likes this
I’m still not sure how I got this error, but I managed to resolve it by deleting the workflow and recreating a new one from a copy of the system default. So, I managed to get it fixed by starting over.
Thank you for sharing your solution with the community
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