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me again sorry, got another weird problem

Last post 08-07-2012 12:18 PM by Anonymous. 6 replies.
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  • 07-13-2012 3:26 AM

    me again sorry, got another weird problem

    when our customers submit a ticket on the customer portal, it submits and we can read it in cases but the customer gets hit with this error and they keep resubmitting it until they get annoyed and phone us up saying our system is'nt working. 

    The value 'spdLoggedInThirdPartyLoginRecordID' was not a valid dropdown list value for 'ContactsRef'.

    Additional Information

    Action Sequence Order:31

     


    Assign Value to Action Result
    **VALIDATE, PREPARES VALUES** Move         
    Conditional Warning Validate Comment / Response is entered Move         
    Conditional Warning Validate Subject is entered Move         
    Conditional Warning Validate Status is entered Move         
    Conditional Warning Validate Type is entered Move         
    Conditional Warning Validate Contact Name is entered Move         
    Conditional Warning Validate Contact Phone is entered Move         
    Conditional Warning Validate Contact Email is entered Move         
    Assign Value to Action Result Get resultContactName from the case Move         
    Assign Value to Action Result Get resultContactEmail from the case Move         
    Assign Value to Action Result Get resultContactPhone from the case Move         
    Retrieve Value From Table Get resultCompanyRecordID from the Company table Move         
    Assign Value to Action Result **BUILD NEW DESCRIPTION** Move         
    Assign Value to Action Result Establish resultNewDescription Move         
    Character Function Build New Description: enter time Move         
    Character Function Build New Description: add User Name Move         
    Character Function Build New Description: add question Move         
    Enter Value Into Field On Screen Enter New Description into screen. Move         
    Assign Value to Action Result **UPDATE CASE WITH STATUS, CONTACT INFO** Move         
    Start Conditional Statement If they chose 'Closed' status Move         
      Enter Value Into Field On Screen Enter YES into IsClosedBySelfService Move         
      Enter Value Into Field On Screen Enter YES into Is Closed When Created Move         
    End Conditional Statement Move         
    Save All Sections Save this case so that we can get a RecordID. Move         
    Assign Value to Action Result Get resultCaseNo Move         
    Assign Value to Action Result **CREATE AN ACTIVITY** Move         
    Assign Value to Action Result Get resultUserAssignedTo from the case Move         
    Retrieve Value From Table Get resultUserAssignedToEmail from the Users table... Move         
    Retrieve Value From Table Get resultUserAssignedToRecordID from the Users ta... Move         
    Character Function Build resultActivityComment Move         
    Insert Records Into Table Create an Activity for this Case Move         
    Assign Value to Action Result **EMAIL PORTAL USER** Move         
    Retrieve Value From Table Get resultEmailSubject from the 'CRM_CaseUpdateFor... Move         
    Retrieve Value From Table Get resultEmailBody from the 'CRM_CaseUpdateForCus... Move         
    Conditional Warning Validate resultEmailBody has a value. Move         
    Character Function Run 'Replace Merge Fields' for 'Cases' on resultEm... Move         
    Character Function Run 'Replace Merge Fields' for 'Cases' on resultEm... Move         
    Character Function Run 'Replace Merge Fields' for 'Users' on resultEm... Move         
    Character Function Run 'Replace Merge Fields' for 'Company' on result... Move         
    Character Function Run 'Replace Merge Fields' for 'Company' on result... Move         
    Character Function Manually replace Contacts.Email with the contact's... Move         
    Create Short Method URL Get resultPortalURL for contact Move         
    Character Function Finalize resultEmailBody - replace http://urlforpo... Move         
    Send Email Send an email to the Contact Move         
    Assign Value to Action Result **EMAIL STAFF** Move         
    Retrieve Value From Table Get resultEmailSubject from the 'CRM_CaseAssignedT... Move         
    Retrieve Value From Table Get resultEmailBody from the 'CRM_CaseAssignedToUs... Move         
    Conditional Warning Validate resultEmailBody has a value. Move         
    Character Function Run 'Replace Merge Fields' for 'Cases' on resultEm... Move         
    Character Function Run 'Replace Merge Fields' for 'Cases' on resultEm... Move         
    Character Function Run 'Replace Merge Fields' for 'Company' on result... Move         
    Character Function Run 'Replace Merge Fields' for 'Company' on result... Move         
    Create Short Method URL Get resultStaffURL for staff Move         
    Character Function Finalize resultEmailBody - replace http://urlforst... Move         
    Send Email Send an email to the Staff Move         
    Assign Value to Action Result **FINALIZE, CLEAN UP** Move         
    Go To Screen Go to ContactsPortal_Cases Move         

     Actions for 31

    Action Properties
    Choose an Action:      .: COMMONLY USED :.  Clear Screen For New Entry  Save All Sections  Refresh Grid     .: SCREEN :.  Clear Screen For New Entry  Close Pop Up Screen  Delete Active Record  Enable/Disable Field/Object  Enter Value Into Field On Screen  Go To Field  Go To Screen  Go To Section  Go To Tab Link  Load Web Page  Override Filter By Active Record ID  Retrieve Value From Screen  Save All Sections  Save Section  Send to Desktop  Set Active Record ID for Screen  Set Color For Field/Object  Show/Hide Section  Show/Hide Field/Object  Show/Hide Tab Link  Show Message  Show Screen In Pop Up      .: TABLE :.  Delete Record From Table  Insert Records Into Table  Retrieve Value From Table  Start Loop Through Table  End Loop Through Table  Update Field In Table       .: ACTION RESULTS :.  Assign Value to Action Result  Assign Value to Shared Result  Basic Math Calculation  Character Function  Date Add  Date Difference  Date Function  Get Value From Shared Result        .: GRID :.  Export Grid to Excel  Export Grid to PDF  Export Grid to RTF  Insert New Row Into Grid  Get Sum  Refresh All Grids  Refresh Grid  Save Grid  Set View Filter  Start Loop Through Grid  End Loop Through Grid         :: REPORT ::  Generate Report  Refresh Report          .: CALENDAR :.  Convert to Series  Copy Series  Insert Recurrence Date  Get Selection Info  Refresh Calendar  Renew Recurrence  Restore Occurrence  Start Loop Through Calendar  End Loop Through Calendar           .: MAP :.  Plot Addresses  Reset Map  Draw Polygon  Plot Against Polygon            .: ADVANCED :.  Call Another Action Set  Call Web Service  Conditional Warning  Create Short Method URL  Credit Card Processing  Encrypt/Decrypt Field/Object  Send Email  Start Conditional Statement  End Conditional Statement  Stop Processing More Actions  Spell Checker 
    Insert Records Into Table
    Creates new records in the specified table. You can enter values into as many of the fields in the table that you desire with this one action. Take note of the required fields listed that must be inserted into the table. Learn more.
    Insert into Table:     Account  AccountAccountType  AccountCashFlowClassification  AccountDetailAccountType  AccountSpecialAccountType  Activity  ActivityEntryType  ActivityGroup  ActivityInvoiceType  ActivityJobItems  ActivityPriority  ActivityStatus  ActivityStatusType  ActivityType  ApprovalStatus  ARRefundCreditCard  ARRefundCreditCardAppliedToTxn  AuditTrail  Bill  BillableStatus  BillingRate  BillingRatePerItemRetList  BillingRateType  BillLineExpense  BillLineItem  BillPaymentCheck  BillPaymentCheckAppliedToTxn  BillPaymentCreditCard  BillPaymentCreditCardAppliedToTxn  BudgetContractTemplateLines  BudgetContractTemplates  BuildAssembly  BuildAssemblyLineItem  Campaign  CampaignStatus  CampaignType  CaseOrigin  CasePriority  CaseReason  Cases  CaseStatus  CaseType  Charge  Check  CheckLineExpense  CheckLineItem  Class  Company  Contacts  CreditCardCharge  CreditCardChargeLineExpense  CreditCardChargeLineItem  CreditCardCredit  CreditCardCreditLineExpense  CreditCardCreditLineItem  CreditMemo  CreditMemoLine  Currency  CusomerType  Customer  CustomerEquipment  CustomerMsg  CustomerType  DataExtDef  Deposit  DepositLine  DocumentLibrary  DocumentLibraryFolder  DocumentLibraryLink  EmailTemplate  EmailTemplateCategory  Employee  EmployeeEarningsRetList  EmployeeGender  Entity  Estimate  EstimateLine  EstimateStatus  GPSDevice  GPSLog  GPSRoute  InventoryAdjustment  InventoryAdjustmentLine  InventoryControlAutoBinSelection  InventoryControlBin  InventoryControlBinSerial  InventoryControlBinType  InventoryControlLocation  InventoryControlLocationGroup  InventoryControlMonitor  InventoryControlTransferOrder  Invoice  InvoiceLine  Item  ItemBrand  ItemCategory  ItemDiscount  ItemFixedAsset  ItemGroup  ItemGroupOrAssemblyList  ItemInventory  ItemInventoryAssembly  ItemNonInventory  ItemOtherCharge  ItemPayment  ItemReceipt  ItemReceiptLineExpense  ItemReceiptLineItem  ItemSalesTax  ItemSalesTaxGroup  ItemService  ItemSubtotal  JobStatus  JobType  JournalEntry  JournalEntryLine  LeadRating  LeadSource  LeadStatus  ListBuilder  MFGLeadTimeUOM  Opportunity  OpportunityStage  OpportunityStageCategory  OpportunityType  OtherName  PaymentGateway  PaymentMethod  PayrollItemNonWage  PayrollItemWage  Preferences  PreferencesMethod  PriceLevel  PriceLevelPerItemRetList  PrintOrCheck  PurchaseOrder  PurchaseOrderLine  ReceivePayment  ReceivePaymentAppliedToTxn  Report  ReportMethod  ReportSchedule  SalesOrder  SalesOrderLine  SalesReceipt  SalesReceiptLine  SalesRep  SalesTaxCode  ShipMethod  SOLineChargeType  Solution  SolutionStatus  SolutionType  TeamMembers  TempExpenses  Template  Tenant  Terms  ThirdPartyPortalLink  TimeTracking  ToDo  Transaction  UnitOfMeasureRelatedUnit  UnitOfMeasureSet  UnitOfMeasureSetType  Users  UsersSignInLog  Vehicle  VehicleMileage  Vendor  VendorCredit  VendorCreditLineExpense  VendorCreditLineItem  VendorType  Required Field(s): 
    ActivityType
    AssignedTo
    DueDateStart
    Insert into Field:   ActivityGroup  ActivityInvoiceType  ActivityPriority  ActivityStatus  ActivityType  ActualCompletedDate  ActualDuration  ActualStartDate  AssignedTo  BudgetID  Campaign  Cases  Comments  ContactEmail  ContactName  ContactPhoneNumber  Contacts  CreatedBy  CreatedDate  DueDateEnd  DueDateStart  EmailBCC  EmailBody  EmailCC  EmailFrom  EmailFromName  EmailSubject  EmailTemplate  EmailTo  Entity  FollowUpFromActivityNo  IsAllDayAppointment  IsChangedOccurrence  IsIncludedOnInvoice  IsToBeRenewed  Item  ItemDescription  LastModifiedBy  LastModifiedDate  NoSkipSync  Opportunity  OutlookApplicationId  OutlookSyncId  RecurrenceInfo  RecurrenceRecordID  RecurrenceType  RefNumber  SalesRep  SnowAccumulationActual  SnowAccumulationLowerLimit  SnowAccumulationUpperLimit  SortOrder  TempBillAddressCityStateProvZipPostal  TotalAmount  TotalCost  WorkOrderInstructions 
    Value to be inserted:   Type In  Action Result  Value From Screen  Value From Session  Value From Row  Value From Calendar 
     
    Action Result (for Record ID):
      
    Field Type Value
    ActivityPriority Type In 2-Medium
    ActivityStatus Type In Completed
    ActivityType Type In Web Comment
    ActualCompletedDate Value From Session Current- Date / Time
    ActualDuration Type In 0
    ActualStartDate Value From Session Current- Date / Time
    AssignedTo Action Result resultUserAssignedTo
    Cases Action Result resultCaseNo
    Comments Action Result resultActivityComment
    ContactName Action Result resultContactName
    ContactPhoneNumber Action Result resultContactPhone
    Contacts Value From Session Portal- User Record ID
    CreatedBy Action Result resultUserAssignedTo
    CreatedDate Value From Session Current- Date / Time
    DueDateStart Value From Session Current- Date / Time
    Entity Value From Session Portal- Entity FullName
    LastModifiedBy Action Result resultUserAssignedTo
    LastModifiedDate Value From Session Current- Date / Time

     

     

     

  • 07-13-2012 8:18 AM In reply to

    Re: me again sorry, got another weird problem

    Richard,

    Can you email me the company name on this account?  And is this a custom screen you're working from?

    ~C

  • 07-17-2012 9:46 AM In reply to

    Re: me again sorry, got another weird problem

    Answer

    emailed account name and no its just the cutomer portal its the ask question screen i believe.

     

  • 08-03-2012 1:19 PM In reply to

    • viret56
    • Top 75 Contributor
    • Joined on 01-10-2012
    • Virginia
    • Posts 79

    Re: me again sorry, got another weird problem


    Thought you might like to know I just received a similar error on a custom screen I am working on. The error is:

    "The value 'Contact Name' was not a valid dropdown list value for 'ContactsRef'."

    The contact, 'Contact Name', has been properly entered into the tables I intended.

    I did not see any fields named 'ContactsRef' in the tables or screens I am working on. Where do I find 'ContactsRef'?

    I need to know where to look so I can troubleshoot this error.

    Thanks

  • 08-03-2012 3:21 PM In reply to

    • viret56
    • Top 75 Contributor
    • Joined on 01-10-2012
    • Virginia
    • Posts 79

    Re: me again sorry, got another weird problem

    I have more information for my version of the error, which is generated by an 'Insert Records Into Table' action.

    I am inserting data into the Opportunity table. When I include the Contacts field, I get the error. Otherwise the action works as it should.

    I tried updating the record with the Contacts field data, but I still get an error, this time referring to the field by its proper name, 'Contacts'.

    When I look at the newly created Opportunity, I find the contact I was trying to insert/update in the Contacts dropdown menu. So why does Method tell me it cannot find the data in the menu when inserting?

  • 08-06-2012 9:53 AM In reply to

    • viret56
    • Top 75 Contributor
    • Joined on 01-10-2012
    • Virginia
    • Posts 79

    Re: me again sorry, got another weird problem

    Apparently, this error is occurring when I try to create a new opportunity using the Insert Records Into Database action. When I include the Contacts field, I get the error. When I leave out the Contacts field, the insert is performed.

    Of course, now I have an opportunity with no Contact assigned so the Contact must be updated from the Opportunity screen, which is inconvenient.

    This error is occuring even though the Contact already exists in the dropdown menu I find on the Opportunity screen.

    Can anyone tell me if I am doing something wrong? Or is this a Method bug?

    Thanks

  • 08-07-2012 12:18 PM In reply to

    Re: me again sorry, got another weird problem

    Hi Viret56,

    I wanted to let you know that the error message posted on this thread was caused by assigning the contacts_portal to the customer table instead of the contacts table.  The screen in particular had some actions associated with the contacts table so when that was reassigned, those actions cause the error Richard posted about.

    viret56:
    Can anyone tell me if I am doing something wrong? Or is this a Method bug?

    If you're working on a custom screen then the bug would be somewhere in your actions.  You mention this is happening on the Opportunity page?  Are you getting this error on our stock Opportunity page?  If not then I would look at the actions you've added against the stock page and see what's missing.  

    You mentioned the error was specific to the 'ContactsRef' field - your caption name for the field can have a different name than the actual field name in the table.  For example, the Contacts table has a field for Entity, if I drag this dropdown onto my screen I can call Entity by the caption ContactsRef and all the actions I use will refer to ContactsRef instead of Entity.

    I'm not sure where your error is coming from but I would looking into your actions and see if something hasn't changed or moved.  

    ~C

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