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Planview Customer Success Center

Creating an opportunity using Intelligent Forms fails due to currency format

Error/warning messages

Error in UI:

Error updating UDF data for Opportunity 

Error in API:

Number= -57 Message= UDF field format is not valid. OpportunityText540 is not Numeric.

Related entry in ChangepointConnectorLog:

Create or Update Opportunity - ....Assign Custom Field (Field name=Value) OpportunityText540=£105.00


Reason

The data type of the Question in the form design is Currency, which causes the form to add a currency symbol beside the numeric value. Numbers with currency symbols are not recognized as valid numeric values by the Changepoint API.

Resolution

Change the data type in the form design to Number. This will ensure that the value entered for the Question is passed to the API as a number, with no symbols.