My Oracle Support Banner

Issue While Trying To Convert The Lead (Doc ID 2422577.1)

Last updated on NOVEMBER 11, 2019

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.13.18.02.0 and later
Information in this document applies to any platform.

Goal

On : 11.13.18.02.0 version, Leads, Sales Campaigns

Issue while trying to convert the Lead

We have created a validation script which checks if Contact email or phone has been entered before Converting Lead. It works fine and gives error but still Account and Contact records are being created.

Steps to reproduce:

1. Create a Lead.
2. Type new Account and new Contact, Don't select existing ones. Don't enter Contact Email or Phone.
3. Convert the Lead. Error is displayed from validation rule saying we must enter Contact email or phone information.
4. Click CANCEL and exit Lead screen.
5. Go to Account main page and search for same record.
6. Record is found (even after error on Lead page).
7. Go to Contact main page and search for same record.
8. Record is found (even after error on Lead page).


Script is created as Object Validation Rule. Script is:


if (isAttributeChanged('StatusCode') && StatusCode == 'CONVERTED') {
 if (PrimaryPhoneNumber== null && PrimaryContactEmailAddress== null) {
  return false
 }
}
return true
 

Solution

To view full details, sign in with your My Oracle Support account.

Don't have a My Oracle Support account? Click to get started!


In this Document
Goal
Solution
References


My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.