Trouble editting processes
I'm trying edit built-in process "Add Opportunity Based On Lead". When I trying save i recived massage "Unable to save changes for item "CreateOpportunityFromLead". It is either created by third-party publisher or installed from the file archive". What i should do to edit process?
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Hi Maciej,
You need to copy the process first and then perform necessary changes. In order to use the updated process when the corresponding action in the Leads Section is selected, you need to change the value of the 'Process of Adding Opportunity Based On Lead' system setting.
I did it and it does not work.I set correct process name in “Process of Adding Opportunity Based On Lead” in System settings section. For test I changed the value of the 'Process of Adding Opportunity Based On Lead' on name my short test process and results is still that same – built-in process is running ( process CreateOpportunityFromLead from LeadOpportunity package).
Hi Maciej,
My colleagues are already in touch with you in regards of this case, they will contact you again soon.