SalesforceLabs / ActionPlansV4

Action Plans encapsulates best practices into reusable task templates.
https://salesforcelabs.github.io/ActionPlansV4/
BSD 3-Clause "New" or "Revised" License
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OwnerID Error on Action Plan Related to Custom Object #98

Open brandonmead opened 1 year ago

brandonmead commented 1 year ago

Describe the bug When trying to create an Action Plan on a custom object (child of Account), I cannot assign the tasks (by manually setting the User in the template or when custom settings are set to assign to current user) and receive the following error message: "No such column 'OwnerId' on entity 'Projectc'. If you are attempting to use a custom field, be sure to append the 'c' after the custom field name. Please reference your WSDL or the describe call for the appropriate names."

image

To Reproduce Steps to reproduce the behavior:

  1. Go to an Action Plan Template and click New Action Plan
  2. Fill in the Action Plan Name, change the Related to my custom object, and enter the name of the custom object record.
  3. When I try to save the Action Plan, I get the error message above.

Expected behavior A clear and concise description of what you expected to happen.

Screenshots image

Environment (please complete the following information):

Additional context A Related Lookup to my custom object has been added to the Action Plan object and that custom object has been added to the Action Plan Field Set. The Action Plan Custom Settings for "Unassigned Task Assigned to Record Owner" has been unchecked. I've tried setting the User manually in the template with no success. I also tried adding a custom field called "OwnerID" on the custom object as a Formula (Text) field which pulled in the OwnerID from the Account (Parent Object).

dschach commented 1 year ago

Thank you for this. My first thought was to say that there's no OwnerId field because the object is a detail object (in master-detail), but it is a good feature request that the code be able to find this and default to the running user or a specified user.

We're going to release some big updates shortly; I will try to include this, but we may need to push our next release (for PE) first, and then tackle this. Thank you for writing.

On Tue, Feb 7, 2023 at 12:37 PM brandonmead @.***> wrote:

Describe the bug When trying to create an Action Plan on a custom object (child of Account), I cannot assign the tasks (by manually setting the User in the template or when custom settings are set to assign to current user) and receive the following error message: "No such column 'OwnerId' on entity 'Projectc'. If you are attempting to use a custom field, be sure to append the 'c' after the custom field name. Please reference your WSDL or the describe call for the appropriate names."

[image: image] https://user-images.githubusercontent.com/72277480/217356331-ea1b7d3d-58fa-40d9-b2c5-1faa67d25aa8.png

To Reproduce Steps to reproduce the behavior:

  1. Go to an Action Plan Template and click New Action Plan
  2. Fill in the Action Plan Name, change the Related to my custom object, and enter the name of the custom object record.
  3. When I try to save the Action Plan, I get the error message above.

Expected behavior A clear and concise description of what you expected to happen.

Screenshots [image: image] https://user-images.githubusercontent.com/72277480/217356331-ea1b7d3d-58fa-40d9-b2c5-1faa67d25aa8.png

Environment (please complete the following information):

-

OS: MacOS 13.1

Browser Chrome

Action Plans Version: 4.2.1

Salesforce UI

Classic

[ X ] Lightning Experience

Org Edition

Personal

Contact Manager

Professional

[ X ] Enterprise

Unlimited

Developer

Additional context A Related Lookup to my custom object has been added to the Action Plan object and that custom object has been added to the Action Plan Field Set. The Action Plan Custom Settings for "Unassigned Task Assigned to Record Owner" has been unchecked. I've tried setting the User manually in the template with no success. I also tried adding a custom field called "OwnerID" on the custom object as a Formula (Text) field which pulled in the OwnerID from the Account (Parent Object).

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