Support Article
Cannot add new Close Plan on an existing opportunity
SA-76513
Summary
Unable to add a new Close Plan on an existing Opportunity. On clicking the Add Close button in the Close Plans tab, no action occurs.
Error Messages
Not Applicable
Steps to Reproduce
- Launch the Sales Manager portal.
- Click Opportunities.
- Open any existing Opportunity.
- Navigate to the Close Plans tab.
- Click the Add Close button.
Root Cause
A defect or configuration issue in the operating environment.
The PegaCRM-Work-ClosePlan class was missing in the child case types in the pyDefault case type rule.
Resolution
Perform the following local-change:
Add the PegaCRM-Work-ClosePlan class in the pyDefault case type rule in child case types.
Published August 19, 2019 - Updated December 2, 2021
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