Quantcast
Channel: Discussion Forum > Agent Desktop and Configuration
Viewing all articles
Browse latest Browse all 2270

Custom Table Issues on BUI

$
0
0

Topic by Colin Campbell

Hi all,

I am not sure if this has been documented already.

As you know BUI does not Support the Opportunity workspaces, as a result I have been replicating this functionality through the use of Custom Objects.

One of the Fields which we capture with our opportunities is the Source, as a result I created the Custom Menu Object Table

Name: BUI_Opportunity_Source
LBL: Source

This Object contains a list of 6 items.  

In the main Object itself BUIOpportunity has an association link to this menu with the following details

Name: BUI_Opportunity_Source
LBL: Source

I was able to save a test opportunity on the desktop console but using the BUI I had the following Error Message Displayed: An error has occurred while saving the workgroup.

I then rolled back the menu and retested and the Opportunity was saved without issue.

I then recreated the menu with the details

Name: BUI_Source 
LBL: BUI_Source

This Object contains a list of 6 items.  

BUIOpportunity association 
Name: BUI_Source
LBL: BUI_Source

Again the same error message appeared on the BUI but not on the Agent Desktop.

I then removed once again the Object and added it again though this time using:

Menu Object:
Name: BUI_Colin
Label: BUI_Colin
Values: [A | B | C | D | E | F]

This worked and gradually renaming the options and the names and labels I now have the object and association as BUI_OpySrc

This sounds unlikely but would the name "Source" anywhere in the Name or the Label cause a problem with the presentation on the BUI and not the Agent Desktop?

Thanks

Colin


Viewing all articles
Browse latest Browse all 2270

Trending Articles