Related Articles
Activity export Issue
Q: Why am I unable to export notes for the Payment Activity? A: When exporting activities, notes are only exported for custom activities. For core activities like the Payment Activity, the notes column will not be included in the export. This is the ...
Why some form field's data is not pushed to pre-validation Lapp?
Issue: On form submission, not all field values are pushed to pre-validation Lapp. Root cause: In the Dynamic form, under additional setting if the 'Post only modified fields' is enabled, then only the values modified after submiting the form will be ...
Filter and search only opportunity fields in form rules
Problem: Currently if you try to search form rules containing a particular opportunity field in the search bar, it does not yield any results. This is a bug and will be fixed in upcoming releases. Workaround: Remove the opportunity code in the search ...
Issue with Agent Pop-Up Form Submission
Issue: The form opens with the mobile number and post-conversation, when our agent fills in the remaining details and tries to dispose of the lead, an error message appears: “Lead already exists”. This is happening even though the lead is new. RCA: ...
Field values not getting reflected on the Portal
Issue Description: The values of a field updated on the form are not reflected in the portal. Reason: This is a caching issue. To fix it, we need to reconfigure the form in the portal and republish the portal. Example: We add a new value to a ...