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    Hi,

    I added to the lead entity another contact with first name and last name. Then i created a workflow that, once the Lead status becomes "Qualified" creates a contact related to the Account that is created from the lead. So this way will let me create two contacts for the same account from the lead. The problem is the workflow status stays "Waiting" and wheni open it from the lead, i see "Invalid argument". What does this mean? What should i change in order to get the result i want?

     

    Thanks in advance
    Tuesday, October 28, 2008 1:28 PM

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    Hi,

    Here's the flow i followed:

     

    WORKFLOW FOR ACCOUNTS -- ON CREATE
     
    STEP1:  if account . originatinglead contains data (check condition)
          STEP2:  if originiatinglead.contact2 contains data (check condition)
                STEP3: create record: CONTACT
                         set the values of the contactrecord dynamically
    according to the account record (parentcustomer) and originating lead
    record (name etc of the contact).

     

    Monday, November 3, 2008 1:17 PM

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    i just got the error message, maybe it helps:

    Workflow paused due to error: Unhandled Exception: System.Web.Services.Protocols.SoapException: Server was unable to process request. Detail:<detail><error><code>0x80040203</code><description>Object Type was not provided on attribute: parentcustomerid</description>.....

    Any idea?

    Tuesday, October 28, 2008 2:52 PM
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    It seems you missed to specify the Account/Contact as entity type. Is it a workflow or plugin?

     

    • Proposed as answer by vasubabuk Friday, March 15, 2013 11:50 AM
    Tuesday, October 28, 2008 8:49 PM
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    Actually, this is a workflow. I think the problem is that when creating the contact record, i need to specify for it the Parent Customer which is required so i need to put in it the Company Name from the Lead. But once i open the dynamic values drop down of Lead, i can't find the Company Name field, i only get Customer field which is not the one i need.

    So how can i make the parentcustomer in contact equals to the Company Name in the lead?

    Thanks in advance

     

    Wednesday, October 29, 2008 6:36 AM
  • Question
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    Hi,

    Here's the flow i followed:

     

    WORKFLOW FOR ACCOUNTS -- ON CREATE
     
    STEP1:  if account . originatinglead contains data (check condition)
          STEP2:  if originiatinglead.contact2 contains data (check condition)
                STEP3: create record: CONTACT
                         set the values of the contactrecord dynamically
    according to the account record (parentcustomer) and originating lead
    record (name etc of the contact).

     

    Monday, November 3, 2008 1:17 PM