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