Question

Binding opportunity DCM per Opportunity Type

Luis Tinoco Azevedo
15:51 Oct 28, 2020

Hi Community,

 

I have a case where we have created several independent DCM's per Opportunity type on the Opportunity object.

 

Development in pre-prod went well but when I export and import my package into production the column that was used in pre-prod (type) does not get passed to prod environment.

 

 

and the oportunity record do not know which DCM to apply.

 

Anyone know why in custom objects there is no need to bind any specific table to achieve this and in the opportunity it is needed?

And more important which tables need to be binded in order to pass this to production?

 

thanks,

Luis

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5 comments
Luis Tinoco Azevedo
18:40 Oct 28, 2020

Hi again,

 

In the meantime I've managed to find at least one of the problems as the SysDcmSettings is not equal in pre-prod and prod.

Althought the data of the table is bound, the values of the "filters" column is different.

 

PRE-PROD

 

SysModuleEntityId	StageColumnUId	Filters	DefaultSchemaUId
e0b64852-8233-4ea6-9614-934e67fa58e4	797ac352-4979-4d28-906f-82feb6dbc9dc	[{"columnUId":"2b2e93bb-c5ac-4478-9e31-306c5bd5ceeb"}]	296e261b-5dae-4102-b030-ac84ae63fe2a
a4e7bf65-7380-e011-afbc-00155d04320c	797ac352-4979-4d28-906f-82feb6dbc9dc	[{"columnUId":"2b2e93bb-c5ac-4478-9e31-306c5bd5ceeb"}]	296e261b-5dae-4102-b030-ac84ae63fe2a

PROD:

SysModuleEntityId	StageColumnUId	Filters	DefaultSchemaUId
e0b64852-8233-4ea6-9614-934e67fa58e4	797ac352-4979-4d28-906f-82feb6dbc9dc	[{"columnUId":null}]	296e261b-5dae-4102-b030-ac84ae63fe2a
a4e7bf65-7380-e011-afbc-00155d04320c	797ac352-4979-4d28-906f-82feb6dbc9dc	[{"columnUId":null}]	296e261b-5dae-4102-b030-ac84ae63fe2a

Also If I understand correctly the logic behind this table there should be only one record per section where I have DCM.

In my case Creatio has created a second line when I've added the DCM per opportunity type and I'm not sure if this is what is creating the conflict.

 

Thanks,

Luis

 

Daria Zigulya
13:16 Oct 30, 2020

Luis Tinoco Azevedo,

 

Could you please provide selected records of Opportunity types (with IDs) from pre-production and production instances?



Thank you,

Best regards,

Daria

Luis Tinoco Azevedo
09:07 Nov 02, 2020

Daria Zigulya,

Hi Daria,

Do you mean the records of the opportunity type?

 

If so it is:

PRE-PROD

Id	CreatedOn	CreatedById	ModifiedOn	ModifiedById	Name	Description	ProcessListeners	ImdIsSystemType
c4505efc-6cf5-4b0c-b984-55076bc235f0	20/11/2014 22:31	NULL	23/10/2020 14:07	410006e1-ca4e-4502-a9ec-e54d922d2c00	Partner sale		0	TRUE
b8903454-f123-4c09-a8c8-6302f1dfc21d	24/08/2020 16:28	410006e1-ca4e-4502-a9ec-e54d922d2c00	23/10/2020 14:16	410006e1-ca4e-4502-a9ec-e54d922d2c00	Intercompany sale		0	TRUE
f209e634-e998-4f58-83d2-86139cb9d610	23/10/2020 14:15	410006e1-ca4e-4502-a9ec-e54d922d2c00	23/10/2020 14:15	410006e1-ca4e-4502-a9ec-e54d922d2c00	Simplificada		0	FALSE
89f9912c-ad8c-4923-be81-adc63f7eaa36	21/10/2020 09:51	410006e1-ca4e-4502-a9ec-e54d922d2c00	23/10/2020 14:15	410006e1-ca4e-4502-a9ec-e54d922d2c00	Oportunidade Contratação Pública		0	FALSE
3c3865f2-ada4-480c-ac91-e2d39c5bbaf9	20/11/2014 22:31	NULL	23/10/2020 14:16	410006e1-ca4e-4502-a9ec-e54d922d2c00	Direct sale		0	FALSE
a3dab25a-a564-4bed-a3a5-f5b4c94c856e	21/10/2020 09:50	410006e1-ca4e-4502-a9ec-e54d922d2c00	23/10/2020 14:16	410006e1-ca4e-4502-a9ec-e54d922d2c00	Oportunidade Principal		0	TRUE

 

PROD

Id	CreatedOn	CreatedById	ModifiedOn	ModifiedById	Name	Description	ProcessListeners	ImdIsSystemType
c4505efc-6cf5-4b0c-b984-55076bc235f0	20/11/2014 22:31	NULL	26/10/2020 19:25	410006e1-ca4e-4502-a9ec-e54d922d2c00	Partner sale		0	TRUE
b8903454-f123-4c09-a8c8-6302f1dfc21d	24/08/2020 14:28	410006e1-ca4e-4502-a9ec-e54d922d2c00	26/10/2020 19:24	410006e1-ca4e-4502-a9ec-e54d922d2c00	Intercompany sale		0	TRUE
f209e634-e998-4f58-83d2-86139cb9d610	26/10/2020 19:42	410006e1-ca4e-4502-a9ec-e54d922d2c00	26/10/2020 19:42	410006e1-ca4e-4502-a9ec-e54d922d2c00	Simplificada		0	FALSE
89f9912c-ad8c-4923-be81-adc63f7eaa36	22/10/2020 08:16	410006e1-ca4e-4502-a9ec-e54d922d2c00	26/10/2020 19:25	410006e1-ca4e-4502-a9ec-e54d922d2c00	Oportunidade Contratação Pública		0	FALSE
3c3865f2-ada4-480c-ac91-e2d39c5bbaf9	20/11/2014 22:31	NULL	26/10/2020 19:27	410006e1-ca4e-4502-a9ec-e54d922d2c00	Standard		0	FALSE
a3dab25a-a564-4bed-a3a5-f5b4c94c856e	22/10/2020 08:16	410006e1-ca4e-4502-a9ec-e54d922d2c00	26/10/2020 19:24	410006e1-ca4e-4502-a9ec-e54d922d2c00	Oportunidade Principal		0	TRUE

 

Thanks,

Luis

Angela Reyes
13:43 Nov 06, 2020

Luis Tinoco Azevedo,

Check if bindings for SysDcmSettings are set correctly and transfer valid data. This is usually the reason for such behaviour. 

 

Best regards,

Angela

Shivani Lakshman
14:15 Mar 08, 2023

Luis Tinoco Azevedo,

 

Hello, Did you solve this error? Even I am facing the exact error and my sysdcmsettings and sysmoduleedit pages are in place. The column based on which the case needs to change is not getting bound

 

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