Thread linking to incorrect opportunity when there are 2 active opportunities.

Question

Hi,

I created 2 opportunities for a client - one an ad-hoc workflow and the second - a review workflow. I worked through the tasks via the ad-hoc opportunity however when I got to the implementation thread, it had linked incorrectly to the review thread which had not been commenced (no tasks completed), not the opp I had been working through. I was able to unlink it from the case connected to the review opp and link it to the case connected to the ad-hoc opp however I don't understand why it happened in the first place and how to ensure that in situations where there are 2 active opps, the threads link to the correct one.

courtney.youngblutt · Answer

Oh I agreee with @rainier.reyes​! That's a tricky one to try and diagnose, in this forum @michelle.tarr​ - it's likely happening due a specific setting or the way your workflow is set up behind the scenes. In this instance, you are best raising a query via Iress Connect with the support team.  - they will be able to take a look at your specific example and troubleshoot your specific use case.

?We've also just released a brand new guide on Workflows in Xplan. If you build your own workflows, this guide will be super useful on helping you understand how it all comes together! Take a look at the Workflow Starter Kit and let me know what you think!

rainier.reyes · Answer

Thanks for your post @michelle.tarr​! I wonder if anyone in the community has any ideas?

For more immediate assistance, I also recommend submitting a support ticket through Iress Connect here.