Hello! I would like to use Business Event Import Scenario to create a task automatically when an opportunity status changes to “Won.” I followed the steps in this article: Automatic Task Creation with Business Event and Import Scenario • Everything Else • Acumatica User Group Forums (augforums.com) but was not able to see the task get created. I think my import scenario might be wrong… any ideas?
Thanks!
Best answer by lauraj46
Hi
The data source for the import scenario is the Won Opportunities GI. You should add the opportunity owner as a field in that GI, then you will be able to choose this field as the value for the Owner field on the new task. The single quotes in your expression on the Owner field designate that as a string literal, which is probably the source of the error because the OwnerID field is not a string.
Hopefully that makes sense. Give it a try and let me know!
Laura
+8Hi
Have you checked the Business Event History to see if the event fired? If there is an error in your import scenario you will often see the error message there.
There is also a business event subscriber type that is specifically configured to create a task. If you are having issues with the import scenario that might be worth a look.
Laura
Hi
I was able to get summary and owner. However the error message now is Failed to convert parameter value from a string to a guid. I’m not sure which field this error relates to… any help is appreciated!!!
+8Hi
The data source for the import scenario is the Won Opportunities GI. You should add the opportunity owner as a field in that GI, then you will be able to choose this field as the value for the Owner field on the new task. The single quotes in your expression on the Owner field designate that as a string literal, which is probably the source of the error because the OwnerID field is not a string.
Hopefully that makes sense. Give it a try and let me know!
Laura
Hi
My business event worked! Thanks for your help!
I do have another question not sure if it’s something you know.. in the task that’s created from the won opportunity, I would like to bring the inventory item on the details tab over too, I couldn’t figure out how to do it with import scenario, do you have any ideas how this could be done?
Thanks!!
+8Hi
You could join the CROpportunityProducts DAC in your GI to get the inventory details. From there you can include these fields in the subject or body of the task. Tasks also support user defined fields.
Depending on how your GI and business event are configured, multiple detail lines on an opportunity will likely result in the creation of multiple tasks.
Hope this helps!
Laura
Hi
Thank you again!
My GI wasn’t pulling up the information for these fields. I’ve also noticed that the data field is ‘InventoryID,’ but that was not an option for me to select in GI.
The system is saying CROpportunity.NoteID field in not returned by GI as a data source.. could this be the reason why the GI is not pulling the information?
+8Hi
The join to CROpportunityProducts should be on the quoteID field, see below. I tested and was able to select the InventoryID field or InventoryID_Description in the results. After you update the GI, be sure to refresh the schema on the Data Provider to see the new field.
Hope this helps!
Laura
Hi
Originally when the task is created from an WON opportunity, the summary field is pulling the information from the subject field of the opportunity screen. Is there a way to hard code “Update Contract:” in front of the subject in the summary field on the task? I’m not sure if this is possible and if it is do you know what the formula should look like? Thanks!
+8Hi
Yes, you can do that. Your formula would be something like this:
=’Update Contract ‘ + [CROpportunity_subject]
Hope that helps!
Laura
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