Timeline for Users cannot create quotes anymore
Current License: CC BY-SA 4.0
17 events
| when toggle format | what | by | license | comment | |
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| Nov 2, 2023 at 16:20 | history | became hot network question | |||
| Nov 2, 2023 at 11:41 | vote | accept | Sander de Jong | ||
| Nov 2, 2023 at 11:39 | answer | added | Swetha Maddali | timeline score: 2 | |
| Nov 2, 2023 at 10:26 | history | edited | Sander de Jong | CC BY-SA 4.0 |
Problem does not occur in Classic
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| Nov 2, 2023 at 10:22 | comment | added | Felix van Hove | On the one org (00D06000001b4xj), where I can reproduce this, - it does not happen in Classic, no. | |
| Nov 2, 2023 at 10:22 | comment | added | Sander de Jong | @Swetha In Classic it works! There the opportunity name is filled! | |
| Nov 2, 2023 at 10:14 | comment | added | Swetha Maddali | Does this also happen in classic? | |
| Nov 2, 2023 at 10:09 | history | edited | Sander de Jong | CC BY-SA 4.0 |
No workaround with a different button possible.
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| Nov 2, 2023 at 9:54 | comment | added | Sander de Jong | @FelixvanHove I had just turned it on, but Salesforce Support requested me to turn it off again. My bigger problem is that I cannot create a custom "New Quote" button, the system just won't let me. I should be able to create one on Opportunity, but see my earlier remark: it's impossible. | |
| Nov 2, 2023 at 9:41 | comment | added | Felix van Hove | I meant: Setup - Feature Settings - Sales - Quotes - Quote Settings and there disabling the necessity to have an Opportunity at hand. Sales would need to add the Opp manually afterwards. | |
| Nov 2, 2023 at 9:39 | history | edited | Sander de Jong | CC BY-SA 4.0 |
Added problem with values in URL and fields on the screen.
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| Nov 2, 2023 at 9:36 | comment | added | Sander de Jong | @FelixvanHove I do not have a workaround at this moment. I cannot even add a New Quote button anywhere. Trying to create an Action with Type "Create a Record" will not let me choose Quote, it's not listed in the picklist. | |
| Nov 2, 2023 at 9:25 | comment | added | Sander de Jong | I just got word from Salesforce Support: "An ongoing investigation is logged and the R&D team is currently investigating this issue. Our Multiple users are facing the same issues and here is the investigation number- W-14411976." | |
| Nov 2, 2023 at 9:12 | comment | added | Felix van Hove |
I guess looking at the Chrome logs, opening the New Quote editor, you see this "LWC error": Invalid id value "undefined". The id attribute must contain a non-empty string.
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| Nov 2, 2023 at 9:06 | comment | added | Felix van Hove | So your workaround is to set "Create Quotes Without a Related Opportunity" to true and let Sales add the missing Opportunity reference in an additional step manually for now? | |
| Nov 2, 2023 at 8:32 | comment | converted from answer | Raja Manzar | you can refresh the owd for object set it as read/write both and then again check it out. | |
| Nov 2, 2023 at 8:20 | history | asked | Sander de Jong | CC BY-SA 4.0 |