Hi Team,
The account includes an implementation where the ‘Branch Code’ field is populated via LAPP. This process is consistent across all accounts and functions identically for each one.
Major Bank Types:
- HDFC
- AXIS
- Agency
- Other Ba
Form Name & issue:
Create Customer Lead:
The user will report an issue where, while creating a lead and an opportunity at the same time, they encounter an error message stating, ‘Field value of “Branch Code” is invalid, invalid dropdown.’ The branch code is being fetched via LAPP, which is working correctly and enables users to select the appropriate branch code based on their hierarchy.
The user will report an issue where, while creating a lead and an opportunity at the same time, they encounter an error message stating, ‘Field value of “Branch Code” is invalid, invalid dropdown.’ The branch code is being fetched via LAPP, which is working correctly and enables users to select the appropriate branch code based on their hierarchy.
Resolution:
The Lapp depends on the “12000” opportunity, using an advanced condition to find the branch code associated with the user’s name. It will automatically retrieve and populate the value from the branch code field whenever the branch is updated. Therefore, we need to ensure that all branch code values are correctly mapped to the user’s opportunity so that the fetched value matches the designated branch and branch code.
Other Common issues:
- Report Not loading – Mostly a cache issue or a server issue
- Activity not reflecting – All the activity that is being done by the user are on their user specific opportunity that is the “Member” opportunity, if any user complains saying that they’ve punched their activities but does not reflect on their custom report, for this we need to check if the owner of the opportunity is the user that has raised the concern or not, if not then ask the user to check with their admin user and ask them to assign their opportunity back.
- User not able to login – Since ADFS has been configured for all logins, they should consult with their IT team to extend login access.
