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Planview Customer Success Center

Intelligent form fails when creating an opportunity

Symptoms

Create opportunity (or other entity) action fails with error in an iForm.

Error/warning messages

Error in UI:

-Create Changepoint Opportunity Action failed: Object reference not set to an instance of an object. 
-Create Changepoint Request Action failed: FAIL Request Add : (-1) 

Error in API Log

Error -1405 : Can not assign Status on new opportunity while Workflow validation enabled.


Reason

The form is trying to assign a status when creating the opportunity, while the workflow is enabled. This is not allowed, as the error -1405 indicates. 

Resolution

Remove the Status attribute from the Create Changepoint Opportunity action.

The initial status is assigned automatically at creation, since workflow is enabled.