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#TaskRay Template0 人がディスカッション中

Heather Hinman が「#CPQ」で質問

I duplicated another process automation > flow and updated the flow builder and chose the same template being used by other flows this one is not working. I ran the debug and I am getting a box saying "Not Triggered". Haven't been able to find research or knowledge on what. Any suggestions on what I may be missing or may not have updated?

 

#CPQ  #TaskRay Template

1 件の回答
  1. 2024年3月4日 9:56

    Hi Heather, what are your trigger conditions set to? Is the logic of the flow set to trigger when an opportunity is closed-won? 

     

    The other possible issue could be the TaskRay integration itself. Have you double-checked that the permissions are set for the process to create taskray projects?

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Clone a Template Project in the Salesforce mobile app. Is this possible?

 

I have added the "Clone with Tasks" from the Mobile & Lightening Actions section to the Salesforce Mobile and Lightening Experience Actions part of page layouts, but that doesn't come through in the mobile app.

 

Has anyone ever tried this?

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