Symptom
A Workflow Rule was created for Contracts object with Action “Create Follow-Up Sales Quote”. The Workflow is executed, and a follow-up Sales Quote is created as expected.
However, the created Sales Quote does not contain any product data on the Products tab, even though the originating Contract includes products. While if a follow-up Sales Quote is created manually from the Contract (using the Sales Quote facet), the products are correctly transferred to the new Quote.
Environment
SAP Cloud for Customer
Reproducing the Issue
- Go to Contracts > search for and open the desired Contract.
- Check Products tab has one or more products.
- Perform the action(s) to trigger the Workflow rule.
- Now go to Sales Quotes tab.
- Open the last one created.
- There is no products on items/products facet.
Cause
When a follow-up Sales Quote is created via Workflow Rule, the usual copy-logic of it is not processed. The Workflow logic is completely independent and is hard-coded copying some information but others don't, differently from the manual logic.
Resolution
This is the expected system behavior.
If the feature/functionality is required urgently, please refer to KBA 3475641 - Functionality Currently not Available.
Keywords
works fine, is working fine, worked, triggers, triggered, triggering, successful, successfully, completed, completes, WKF, , KBA , LOD-CRM-WKF , Workflow , Problem